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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 | $58,264 | $160,040-63.6% | $147,096-60.4% | $145,877-60.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 0.40% | 98.49%-98.1pp | 419.75%-419.3pp | 551.28%-550.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,249 | $8,429-2.1% | $8,071+2.2% | $6,691+23.3% |
| Admin fee / account holder | $6,146 | $15,050-59.2% | $13,005-52.7% | $13,402-54.1% |