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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 | $164,223 | $109,863+49.5% | $98,477+66.8% | $167,518-2.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -35.36% | 1958.09%-1993.5pp | 1493.59%-1528.9pp | 478.71%-514.1pp |
| Employer contribution / active EE | $2,400 | $3,225-25.6% | $2,961-18.9% | $4,838-50.4% |
| Participant deferral / active EE | $15,613 | $4,673+234.1% | $4,276+265.1% | $6,342+146.2% |
| Admin fee / account holder | $40,155 | $6,755+494.4% | $5,951+574.8% | $12,312+226.1% |