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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 | $75,618 | $84,685-10.7% | $73,836+2.4% | $125,389-39.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -7.47% | 3123.80%-3131.3pp | 2268.06%-2275.5pp | 282.24%-289.7pp |
| Employer contribution / active EE | $7,214 | $3,123+131.0% | $2,787+158.8% | $4,866+48.2% |
| Participant deferral / active EE | $13,345 | $3,993+234.2% | $3,583+272.5% | $5,352+149.4% |
| Admin fee / account holder | $44,114 | $5,694+674.7% | $4,882+803.6% | $9,541+362.4% |