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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 | $39,459 | $160,059-75.3% | $140,019-71.8% | $135,380-70.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -58.39% | 911.48%-969.9pp | 651.17%-709.6pp | 519.81%-578.2pp |
| Employer contribution / active EE | $14,667 | $6,420+128.5% | $5,605+161.7% | $4,779+206.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,872 | $13,328-3.4% | $10,705+20.2% | $10,828+18.9% |