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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 | $33,183 | $138,102-76.0% | $125,381-73.5% | $134,532-75.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -28.27% | 750.73%-779.0pp | 572.31%-600.6pp | 418.27%-446.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,229 | $7,801-7.3% | $7,448-2.9% | $6,401+12.9% |
| Admin fee / account holder | $3,061 | $11,568-73.5% | $10,007-69.4% | $11,429-73.2% |