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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 | $213,846 | $92,766+130.5% | $82,763+158.4% | $134,545+58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -30.66% | 946.97%-977.6pp | 702.45%-733.1pp | 418.37%-449.0pp |
| Employer contribution / active EE | $16,667 | $3,273+409.2% | $3,008+454.0% | $4,742+251.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $98,603 | $5,978+1549.6% | $5,325+1751.7% | $11,431+762.6% |