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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 | $102,382-37.4% | $147,005-56.4% | $80,874-20.7% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.6pp | 67.6%+31.2pp |
| Annual return | -13.22% | 134.89%-148.1pp | 418.76%-432.0pp | 35.62%-48.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,940 | $7,942-37.8% | $13,006-62.0% | $6,935-28.8% |