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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 | $60,113 | $150,447-60.0% | $136,298-55.9% | $147,586-59.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -2.96% | 1049.15%-1052.1pp | 5156.27%-5159.2pp | 578.59%-581.6pp |
| Employer contribution / active EE | $2,352 | $5,256-55.3% | $4,696-49.9% | $4,876-51.8% |
| Participant deferral / active EE | $2,352 | $6,631-64.5% | $6,247-62.4% | $5,439-56.8% |
| Admin fee / account holder | $22,094 | $10,906+102.6% | $9,244+139.0% | $10,886+103.0% |