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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 | $90,397+40.6% | $76,002+67.2% | $145,959-12.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -11.38% | 621.97%-633.4pp | 360.07%-371.4pp | 561.95%-573.3pp |
| Employer contribution / active EE | $21,429 | $3,317+546.0% | $2,688+697.1% | $4,661+359.8% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,066 | $8,369+80.0% | $6,414+134.9% | $13,398+12.5% |