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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 | $76,522+10.9% | $56,033+51.5% | $145,884-41.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -5.94% | 3014.28%-3020.2pp | 1711.38%-1717.3pp | 551.85%-557.8pp |
| Employer contribution / active EE | $1,768 | $1,382+27.9% | $1,041+69.8% | $4,662-62.1% |
| Participant deferral / active EE | $7,494 | $2,624+185.6% | $1,954+283.5% | $6,690+12.0% |
| Admin fee / account holder | $2,020 | $3,328-39.3% | $2,827-28.6% | $13,392-84.9% |