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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 | $12,650 | $109,872-88.5% | $98,483-87.2% | $167,536-92.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -112.00% | 1959.31%-2071.3pp | 1494.38%-1606.4pp | 478.82%-590.8pp |
| Employer contribution / active EE | $9,580 | $3,225+197.0% | $2,961+223.6% | $4,839+98.0% |
| Participant deferral / active EE | $5,252 | $4,673+12.4% | $4,276+22.8% | $6,342-17.2% |
| Admin fee / account holder | $21,133 | $6,757+212.7% | $5,953+255.0% | $12,315+71.6% |