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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 | $18,670 | $99,644-81.3% | $86,438-78.4% | $134,532-86.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.27% | 6787.26%-6808.5pp | 4397.19%-4418.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,485 | $7,247-51.9% | $6,952-49.9% | $6,401-45.6% |
| Admin fee / account holder | $798 | $8,375-90.5% | $6,733-88.1% | $11,429-93.0% |