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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 | $109,558 | $84,551+29.6% | $61,452+78.3% | $134,532-18.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -54.46% | 585.39%-639.8pp | 338.96%-393.4pp | 418.27%-472.7pp |
| Employer contribution / active EE | $72,999 | $1,545+4625.6% | $1,160+6195.3% | $4,741+1439.7% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,341 | $2,587+261.0% | $2,131+338.3% | $11,429-18.3% |