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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 | $56,242 | $90,606-37.9% | $79,466-29.2% | $135,379-58.5% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -19.18% | 977.69%-996.9pp | 718.28%-737.5pp | 519.79%-539.0pp |
| Employer contribution / active EE | $6,427 | $3,068+109.5% | $2,800+129.5% | $4,779+34.5% |
| Participant deferral / active EE | $6,427 | $4,050+58.7% | $3,704+73.5% | $5,609+14.6% |
| Admin fee / account holder | $2,494 | $5,895-57.7% | $5,104-51.1% | $10,828-77.0% |