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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 | $172,890 | $91,536+88.9% | $130,062+32.9% | $75,177+130.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -13.77% | -631.62%+617.9pp | -137.37%+123.6pp | 160.75%-174.5pp |
| Employer contribution / active EE | $11,156 | $2,845+292.1% | $4,322+158.1% | $2,671+317.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,127 | $6,780-83.4% | $10,601-89.4% | $5,651-80.1% |