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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 | $142,778 | $92,743+54.0% | $82,744+72.6% | $134,532+6.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.71% | 946.63%-970.3pp | 702.22%-725.9pp | 418.27%-442.0pp |
| Employer contribution / active EE | $22,773 | $3,273+595.8% | $3,008+657.1% | $4,741+380.3% |
| Participant deferral / active EE | $10,250 | $4,802+113.5% | $4,395+133.2% | $6,401+60.1% |
| Admin fee / account holder | $12,552 | $5,977+110.0% | $5,325+135.7% | $11,429+9.8% |