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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 | $36,436 | $90,607-59.8% | $79,467-54.1% | $135,380-73.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -12.38% | 977.74%-990.1pp | 718.30%-730.7pp | 519.81%-532.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,571 | $4,050+12.9% | $3,704+23.4% | $5,609-18.5% |
| Admin fee / account holder | $4,383 | $5,895-25.7% | $5,104-14.1% | $10,828-59.5% |