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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 | $8,874 | $92,743-90.4% | $82,744-89.3% | $134,532-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -33.83% | 946.63%-980.5pp | 702.22%-736.0pp | 418.27%-452.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,987 | $4,802-58.6% | $4,395-54.8% | $6,401-69.0% |
| Admin fee / account holder | $1,517 | $5,977-74.6% | $5,325-71.5% | $11,429-86.7% |