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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 | $36,347 | $150,447-75.8% | $136,298-73.3% | $147,586-75.4% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | -25.22% | 1049.15%-1074.4pp | 5156.27%-5181.5pp | 578.59%-603.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,537 | $6,631+28.7% | $6,247+36.6% | $5,439+57.0% |
| Admin fee / account holder | $17,409 | $10,906+59.6% | $9,244+88.3% | $10,886+59.9% |