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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 | $134,850 | $84,685+59.2% | $73,836+82.6% | $125,389+7.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -27.21% | 3123.80%-3151.0pp | 2268.06%-2295.3pp | 282.24%-309.5pp |
| Employer contribution / active EE | $22,083 | $3,123+607.0% | $2,787+692.2% | $4,866+353.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,758 | $5,694+53.8% | $4,882+79.4% | $9,541-8.2% |