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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 | $150,129 | $124,187+20.9% | $108,410+38.5% | $167,497-10.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -3.46% | 1379.80%-1383.3pp | 905.34%-908.8pp | 478.62%-482.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,341-100.0% |
| Admin fee / account holder | $27,114 | $9,456+186.7% | $7,296+271.7% | $12,310+120.3% |