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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 | $20,797 | $88,754-76.6% | $81,820-74.6% | $145,877-85.7% |
| Participation rate | 72.2% | 75.1%-2.9pp | 72.4%-0.2pp | 80.3%-8.1pp |
| Annual return | -0.38% | 1031.77%-1032.1pp | 777.93%-778.3pp | 551.28%-551.7pp |
| Employer contribution / active EE | $350 | $3,085-88.6% | $2,915-88.0% | $4,663-92.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $32,781 | $8,424+289.2% | $7,391+343.6% | $13,402+144.6% |