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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 | $54,661 | $97,732-44.1% | $83,831-34.8% | $135,380-59.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.78% | 1287.56%-1298.3pp | 850.99%-861.8pp | 519.81%-530.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,250 | $4,683+247.0% | $4,082+298.1% | $5,609+189.7% |
| Admin fee / account holder | $3,879 | $6,675-41.9% | $5,479-29.2% | $10,828-64.2% |