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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 | $140,714 | $102,422+37.4% | $147,117-4.4% | $80,959+73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -64.21% | 135.16%-199.4pp | 420.54%-484.7pp | 35.67%-99.9pp |
| Employer contribution / active EE | $23,203 | $3,717+524.2% | $4,932+370.4% | $2,757+741.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,575 | $7,953+58.1% | $12,993-3.2% | $6,925+81.6% |