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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 | $190,222 | $84,685+124.6% | $73,836+157.6% | $125,389+51.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -6.02% | 3123.80%-3129.8pp | 2268.06%-2274.1pp | 282.24%-288.3pp |
| Employer contribution / active EE | $9,460 | $3,123+202.9% | $2,787+239.4% | $4,866+94.4% |
| Participant deferral / active EE | $13,688 | $3,993+242.8% | $3,583+282.0% | $5,352+155.8% |
| Admin fee / account holder | $2,683 | $5,694-52.9% | $4,882-45.0% | $9,541-71.9% |