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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 | $40,940 | $90,617-54.8% | $79,476-48.5% | $135,382-69.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.76% | 977.57%-988.3pp | 718.21%-729.0pp | 519.77%-530.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,539 | $4,050+135.5% | $3,704+157.5% | $5,609+70.1% |
| Admin fee / account holder | $1,293 | $5,907-78.1% | $5,113-74.7% | $10,829-88.1% |