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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 | $219,403 | $84,685+159.1% | $73,836+197.1% | $125,389+75.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.78% | 3123.80%-3127.6pp | 2268.06%-2271.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,807 | $3,123-42.1% | $2,787-35.2% | $4,866-62.9% |
| Participant deferral / active EE | $9,767 | $3,993+144.6% | $3,583+172.6% | $5,352+82.5% |
| Admin fee / account holder | $6,032 | $5,694+5.9% | $4,882+23.6% | $9,541-36.8% |