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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 | $27,113 | $138,102-80.4% | $125,381-78.4% | $134,532-79.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.02% | 750.73%-772.7pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $26,086 | $7,801+234.4% | $7,448+250.3% | $6,401+307.5% |
| Admin fee / account holder | $110,235 | $11,568+852.9% | $10,007+1001.6% | $11,429+864.6% |