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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 | $15,526 | $84,685-81.7% | $73,836-79.0% | $125,389-87.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.05% | 3123.80%-3128.8pp | 2268.06%-2273.1pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,912 | $3,123-38.8% | $2,787-31.4% | $4,866-60.7% |
| Participant deferral / active EE | $1,912 | $3,993-52.1% | $3,583-46.6% | $5,352-64.3% |
| Admin fee / account holder | $5,690 | $5,694-0.1% | $4,882+16.6% | $9,541-40.4% |