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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 | $159,251 | $92,766+71.7% | $82,763+92.4% | $134,545+18.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.90% | 946.97%-968.9pp | 702.45%-724.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $9,200 | $3,273+181.1% | $3,008+205.8% | $4,742+94.0% |
| Participant deferral / active EE | $27,810 | $4,802+479.1% | $4,395+532.7% | $6,401+334.4% |
| Admin fee / account holder | $677 | $5,978-88.7% | $5,325-87.3% | $11,431-94.1% |