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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 | $199,184 | $92,684+114.9% | $82,706+140.8% | $134,509+48.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.55% | 945.84%-967.4pp | 701.76%-723.3pp | 418.13%-439.7pp |
| Employer contribution / active EE | $8,240 | $3,272+151.9% | $3,007+174.0% | $4,741+73.8% |
| Participant deferral / active EE | $13,358 | $4,800+178.3% | $4,394+204.0% | $6,400+108.7% |
| Admin fee / account holder | $1,439 | $5,982-76.0% | $5,329-73.0% | $11,427-87.4% |