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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 | $132,648 | $48,274+174.8% | $63,244+109.7% | $59,633+122.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -8.59% | -240.79%+232.2pp | -70.31%+61.7pp | 2041.45%-2050.0pp |
| Employer contribution / active EE | $14,126 | $1,586+790.5% | $2,322+508.4% | $2,203+541.3% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,696 | $3,600-25.1% | $5,893-54.3% | $4,297-37.3% |