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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 | $64,505 | $90,607-28.8% | $79,467-18.8% | $135,380-52.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.87% | 977.74%-991.6pp | 718.30%-732.2pp | 519.81%-533.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,200 | $4,050+225.9% | $3,704+256.4% | $5,609+135.3% |
| Admin fee / account holder | $7,416 | $5,895+25.8% | $5,104+45.3% | $10,828-31.5% |