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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 | $63,260 | $82,630-23.4% | $64,105-1.3% | $125,389-49.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.84% | 1489.72%-1494.6pp | 791.24%-796.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,432 | $2,671-46.4% | $1,820-21.3% | $4,866-70.6% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $895 | $6,382-86.0% | $4,499-80.1% | $9,541-90.6% |