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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 | $40,653 | $150,442-73.0% | $136,295-70.2% | $147,585-72.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -15.26% | 1049.09%-1064.4pp | 5155.97%-5171.2pp | 578.56%-593.8pp |
| Employer contribution / active EE | $15,927 | $5,256+203.0% | $4,695+239.2% | $4,876+226.6% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,136 | $10,905-80.4% | $9,243-76.9% | $10,885-80.4% |