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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 | $118,542 | $90,607+30.8% | $79,467+49.2% | $135,380-12.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.43% | 977.74%-988.2pp | 718.30%-728.7pp | 519.81%-530.2pp |
| Employer contribution / active EE | $9,221 | $3,068+200.6% | $2,800+229.3% | $4,779+93.0% |
| Participant deferral / active EE | $642 | $4,050-84.1% | $3,704-82.7% | $5,609-88.5% |
| Admin fee / account holder | $4,122 | $5,895-30.1% | $5,104-19.2% | $10,828-61.9% |