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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 | $127,101 | $90,614+40.3% | $76,089+67.0% | $145,877-12.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -11.38% | 623.80%-635.2pp | 360.94%-372.3pp | 551.28%-562.7pp |
| Employer contribution / active EE | $21,429 | $3,324+544.6% | $2,690+696.6% | $4,663+359.5% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,066 | $8,376+79.9% | $6,418+134.8% | $13,402+12.4% |