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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 | $88,567 | $88,6030% | $69,890+26.7% | $134,545-34.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -26.76% | 442.93%-469.7pp | 190.84%-217.6pp | 418.37%-445.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,158 | $4,771+8.1% | $3,848+34.0% | $6,401-19.4% |
| Admin fee / account holder | $5,575 | $10,443-46.6% | $6,267-11.0% | $11,431-51.2% |