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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 | $49,424 | $138,102-64.2% | $125,381-60.6% | $134,532-63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.11% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,461 | $7,801-4.4% | $7,448+0.2% | $6,401+16.6% |
| Admin fee / account holder | $507 | $11,568-95.6% | $10,007-94.9% | $11,429-95.6% |