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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 | $120,479 | $95,975+25.5% | $74,549+61.6% | $135,379-11.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.71% | 56.96%-69.7pp | 32.53%-45.2pp | 519.79%-532.5pp |
| Employer contribution / active EE | $7,846 | $2,716+188.9% | $1,961+300.1% | $4,779+64.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,002 | $6,522+114.7% | $5,059+176.8% | $10,828+29.3% |