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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 | $129,588 | $138,114-6.2% | $125,391+3.3% | $134,545-3.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -63.75% | 750.88%-814.6pp | 572.41%-636.2pp | 418.37%-482.1pp |
| Employer contribution / active EE | $4,622 | $5,246-11.9% | $4,816-4.0% | $4,742-2.5% |
| Participant deferral / active EE | $10,164 | $7,801+30.3% | $7,448+36.5% | $6,401+58.8% |
| Admin fee / account holder | $182,173 | $11,570+1474.5% | $10,009+1720.2% | $11,431+1493.7% |