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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 | $8,668 | $92,743-90.7% | $82,744-89.5% | $134,532-93.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -23.52% | 946.63%-970.2pp | 702.22%-725.7pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,304 | $4,802-72.8% | $4,395-70.3% | $6,401-79.6% |
| Admin fee / account holder | $320 | $5,977-94.6% | $5,325-94.0% | $11,429-97.2% |