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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 | $136,824 | $90,617+51.0% | $79,476+72.2% | $135,382+1.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.34% | 977.57%-987.9pp | 718.21%-728.6pp | 519.77%-530.1pp |
| Employer contribution / active EE | $2,727 | $3,068-11.1% | $2,800-2.6% | $4,779-42.9% |
| Participant deferral / active EE | $3,954 | $4,050-2.4% | $3,704+6.8% | $5,609-29.5% |
| Admin fee / account holder | $13,982 | $5,907+136.7% | $5,113+173.4% | $10,829+29.1% |