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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 | $82,310 | $57,312+43.6% | $86,617-5.0% | $75,181+9.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -4.99% | 2672.78%-2677.8pp | 591.91%-596.9pp | 160.69%-165.7pp |
| Employer contribution / active EE | $6,094 | $2,315+163.2% | $3,023+101.6% | $2,671+128.2% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,985 | $4,114+69.8% | $5,613+24.5% | $5,650+23.6% |