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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 | $9,955 | $169,356-94.1% | $129,406-92.3% | $145,897-93.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | -1.39% | 14418.62%-14420.0pp | 9468.18%-9469.6pp | 552.29%-553.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,478 | $4,987-70.4% | $4,167-64.5% | $6,689-77.9% |
| Admin fee / account holder | $1,176 | $9,915-88.1% | $7,689-84.7% | $13,390-91.2% |