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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 | $26,800 | $99,668-73.1% | $86,451-69.0% | $134,545-80.1% |
| Participation rate | 85.0% | 82.1%+2.9pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -23.64% | 6789.61%-6813.2pp | 4398.51%-4422.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,351 | $7,249+98.0% | $6,953+106.4% | $6,401+124.2% |
| Admin fee / account holder | $3,220 | $8,377-61.6% | $6,734-52.2% | $11,431-71.8% |