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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 | $140,000 | $110,093+27.2% | $97,295+43.9% | $145,897-4.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -16.25% | 244.76%-261.0pp | 75.62%-91.9pp | 552.29%-568.5pp |
| Employer contribution / active EE | $17,722 | $3,077+475.9% | $2,723+550.9% | $4,663+280.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,722 | $6,212+185.3% | $5,646+213.9% | $13,390+32.3% |