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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 | $144,625 | $92,766+55.9% | $82,763+74.7% | $134,545+7.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.21% | 946.97%-973.2pp | 702.45%-728.7pp | 418.37%-444.6pp |
| Employer contribution / active EE | $2,213 | $3,273-32.4% | $3,008-26.4% | $4,742-53.3% |
| Participant deferral / active EE | $19,421 | $4,802+304.4% | $4,395+341.9% | $6,401+203.4% |
| Admin fee / account holder | $1,643 | $5,978-72.5% | $5,325-69.1% | $11,431-85.6% |