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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 | $116,259 | $65,566+77.3% | $86,235+34.8% | $75,177+54.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | -4.87% | 46.07%-50.9pp | 1170.03%-1174.9pp | 160.75%-165.6pp |
| Employer contribution / active EE | $16,667 | $1,553+973.0% | $2,381+600.0% | $2,671+524.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,656 | $5,470+76.5% | $6,856+40.9% | $5,651+70.9% |