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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 | $10,800 | $72,396-85.1% | $67,511-84.0% | $145,959-92.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -9.94% | 7194.07%-7204.0pp | 3517.41%-3527.3pp | 561.95%-571.9pp |
| Employer contribution / active EE | $3,990 | $3,071+29.9% | $2,733+46.0% | $4,661-14.4% |
| Participant deferral / active EE | $4,713 | $4,781-1.4% | $4,000+17.8% | $6,689-29.5% |
| Admin fee / account holder | $8,500 | $5,538+53.5% | $3,999+112.6% | $13,398-36.6% |