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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 | $95,238 | $150,442-36.7% | $136,295-30.1% | $147,585-35.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -45.11% | 1049.09%-1094.2pp | 5155.97%-5201.1pp | 578.56%-623.7pp |
| Employer contribution / active EE | $22,316 | $5,256+324.6% | $4,695+375.3% | $4,876+357.6% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,370 | $10,905-32.4% | $9,243-20.3% | $10,885-32.3% |