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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 | $81,202 | $138,078-41.2% | $125,363-35.2% | $134,509-39.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.53% | 750.49%-772.0pp | 572.15%-593.7pp | 418.13%-439.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,144 | $7,800-34.0% | $7,447-30.9% | $6,400-19.6% |
| Admin fee / account holder | $5,242 | $11,566-54.7% | $10,005-47.6% | $11,427-54.1% |