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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 | $82,184 | $91,536-10.2% | $130,062-36.8% | $75,177+9.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -11.12% | -631.62%+620.5pp | -137.37%+126.3pp | 160.75%-171.9pp |
| Employer contribution / active EE | $7,025 | $2,845+146.9% | $4,322+62.5% | $2,671+163.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,072 | $6,780+48.6% | $10,601-5.0% | $5,651+78.2% |