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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 | $18,209 | $101,283-82.0% | $75,826-76.0% | $135,380-86.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -19.59% | 3384.62%-3404.2pp | 1914.15%-1933.7pp | 519.81%-539.4pp |
| Employer contribution / active EE | $7,845 | $2,382+229.3% | $1,913+310.0% | $4,779+64.2% |
| Participant deferral / active EE | $4,212 | $3,469+21.4% | $2,862+47.1% | $5,609-24.9% |
| Admin fee / account holder | $906 | $6,539-86.1% | $4,726-80.8% | $10,828-91.6% |