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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 | $187,396 | $112,933+65.9% | $90,970+106.0% | $158,982+17.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -12.38% | 215.82%-228.2pp | 134.60%-147.0pp | 302.99%-315.4pp |
| Employer contribution / active EE | $1,535 | $2,893-46.9% | $2,122-27.7% | $4,763-67.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,453 | $8,047-7.4% | $5,961+25.0% | $11,252-33.8% |