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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 | $105,662 | $84,685+24.8% | $73,836+43.1% | $125,389-15.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.89% | 3123.80%-3127.7pp | 2268.06%-2271.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,178 | $3,123-30.3% | $2,787-21.9% | $4,866-55.2% |
| Participant deferral / active EE | $8,740 | $3,993+118.9% | $3,583+143.9% | $5,352+63.3% |
| Admin fee / account holder | $14,000 | $5,694+145.9% | $4,882+186.8% | $9,541+46.7% |