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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 | $84,875 | $76,608+10.8% | $56,077+51.4% | $145,877-41.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -5.94% | 3009.59%-3015.5pp | 1709.28%-1715.2pp | 551.28%-557.2pp |
| Employer contribution / active EE | $1,768 | $1,382+28.0% | $1,040+69.9% | $4,663-62.1% |
| Participant deferral / active EE | $7,494 | $2,624+185.6% | $1,954+283.5% | $6,691+12.0% |
| Admin fee / account holder | $2,020 | $3,325-39.3% | $2,825-28.5% | $13,402-84.9% |