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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 | $35,185 | $84,685-58.5% | $73,836-52.3% | $125,389-71.9% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -8.27% | 3123.80%-3132.1pp | 2268.06%-2276.3pp | 282.24%-290.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,144 | $3,993+53.9% | $3,583+71.5% | $5,352+14.8% |
| Admin fee / account holder | $6,141 | $5,694+7.8% | $4,882+25.8% | $9,541-35.6% |