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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 | $42,078 | $138,114-69.5% | $125,391-66.4% | $134,545-68.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.90% | 750.88%-775.8pp | 572.41%-597.3pp | 418.37%-443.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $32,269 | $7,801+313.7% | $7,448+333.2% | $6,401+404.1% |
| Admin fee / account holder | $4,951 | $11,570-57.2% | $10,009-50.5% | $11,431-56.7% |