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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 | $34,213 | $175,231-80.5% | $149,696-77.1% | $139,466-75.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -74.31% | 166.77%-241.1pp | 134.46%-208.8pp | 373.66%-448.0pp |
| Employer contribution / active EE | $16,833 | $5,478+207.3% | $4,821+249.2% | $4,754+254.1% |
| Participant deferral / active EE | $8,750 | $6,521+34.2% | $5,682+54.0% | $6,712+30.4% |
| Admin fee / account holder | $336 | $16,155-97.9% | $13,212-97.5% | $11,409-97.1% |