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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 | $231,690 | $96,691+139.6% | $86,656+167.4% | $139,487+66.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -2.13% | 106.87%-109.0pp | 593.09%-595.2pp | 373.84%-376.0pp |
| Employer contribution / active EE | $33,333 | $3,267+920.3% | $3,025+1001.8% | $4,755+601.1% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,421 | $6,414+46.9% | $5,619+67.7% | $11,407-17.4% |