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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 | $109,967+27.3% | $97,197+44.0% | $145,877-4.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -16.25% | 244.27%-260.5pp | 75.47%-91.7pp | 551.28%-567.5pp |
| Employer contribution / active EE | $17,722 | $3,077+476.0% | $2,723+550.9% | $4,663+280.1% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,722 | $6,199+185.9% | $5,637+214.4% | $13,402+32.2% |