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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 | $201,962 | $92,766+117.7% | $82,763+144.0% | $134,545+50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.26% | 946.97%-968.2pp | 702.45%-723.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,056 | $3,273-67.7% | $3,008-64.9% | $4,742-77.7% |
| Participant deferral / active EE | $7,899 | $4,802+64.5% | $4,395+79.7% | $6,401+23.4% |
| Admin fee / account holder | $1,206 | $5,978-79.8% | $5,325-77.4% | $11,431-89.4% |