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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 | $45,881 | $84,685-45.8% | $73,836-37.9% | $125,389-63.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.91% | 3123.80%-3128.7pp | 2268.06%-2273.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $4,250 | $3,123+36.1% | $2,787+52.5% | $4,866-12.7% |
| Participant deferral / active EE | $5,704 | $3,993+42.9% | $3,583+59.2% | $5,352+6.6% |
| Admin fee / account holder | $346 | $5,694-93.9% | $4,882-92.9% | $9,541-96.4% |