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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 | $143,286 | $150,442-4.8% | $136,295+5.1% | $147,585-2.9% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | -10.39% | 1049.09%-1059.5pp | 5155.97%-5166.4pp | 578.56%-588.9pp |
| Employer contribution / active EE | $1,396 | $5,256-73.4% | $4,695-70.3% | $4,876-71.4% |
| Participant deferral / active EE | $5,804 | $6,630-12.5% | $6,247-7.1% | $5,439+6.7% |
| Admin fee / account holder | $38,042 | $10,905+248.8% | $9,243+311.6% | $10,885+249.5% |