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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 | $141,351 | $91,537+54.4% | $130,045+8.7% | $75,173+88.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -53.79% | -631.55%+577.8pp | -137.30%+83.5pp | 160.72%-214.5pp |
| Employer contribution / active EE | $21,679 | $2,845+662.1% | $4,321+401.7% | $2,671+711.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,267 | $6,780+66.2% | $10,600+6.3% | $5,651+99.4% |