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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 | $190,623 | $99,668+91.3% | $86,451+120.5% | $134,545+41.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -21.98% | 6789.61%-6811.6pp | 4398.51%-4420.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,477 | $7,249-38.2% | $6,953-35.6% | $6,401-30.1% |
| Admin fee / account holder | $1,341 | $8,377-84.0% | $6,734-80.1% | $11,431-88.3% |