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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 | $64,126 | $102,429-37.4% | $147,096-56.4% | $80,925-20.8% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.2pp |
| Annual return | -13.22% | 135.02%-148.2pp | 419.75%-433.0pp | 35.65%-48.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,940 | $7,957-37.9% | $13,005-62.0% | $6,940-28.8% |