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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,188 | $144,130-61.0% | $117,861-52.3% | $147,586-61.9% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | -10.63% | 531.20%-541.8pp | 335.11%-345.7pp | 578.59%-589.2pp |
| Employer contribution / active EE | $1,006 | $4,897-79.5% | $3,786-73.4% | $4,876-79.4% |
| Participant deferral / active EE | $1,922 | $5,316-63.8% | $4,482-57.1% | $5,439-64.7% |
| Admin fee / account holder | $12,408 | $10,887+14.0% | $8,021+54.7% | $10,886+14.0% |