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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 | $215,588 | $92,766+132.4% | $82,763+160.5% | $134,545+60.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.27% | 946.97%-974.2pp | 702.45%-729.7pp | 418.37%-445.6pp |
| Employer contribution / active EE | $565 | $3,273-82.7% | $3,008-81.2% | $4,742-88.1% |
| Participant deferral / active EE | $14,400 | $4,802+199.9% | $4,395+227.6% | $6,401+125.0% |
| Admin fee / account holder | $92,684 | $5,978+1450.5% | $5,325+1640.5% | $11,431+710.8% |