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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 | $40,232 | $125,237-67.9% | $105,608-61.9% | $145,877-72.4% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | -8.14% | 225.76%-233.9pp | 116.50%-124.6pp | 551.28%-559.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,176 | $17,287-58.5% | $11,028-34.9% | $13,402-46.5% |