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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 | $57,961 | $150,447-61.5% | $136,298-57.5% | $147,586-60.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | -72.46% | 1049.15%-1121.6pp | 5156.27%-5228.7pp | 578.59%-651.1pp |
| Employer contribution / active EE | $1,333 | $5,256-74.6% | $4,696-71.6% | $4,876-72.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,456 | $10,906-4.1% | $9,244+13.1% | $10,886-3.9% |