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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 | $94,074 | $106,001-11.3% | $92,235+2.0% | $147,585-36.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.73% | 50.05%-44.3pp | 176.28%-170.6pp | 578.56%-572.8pp |
| Employer contribution / active EE | $3,846 | $4,333-11.2% | $3,679+4.5% | $4,876-21.1% |
| Participant deferral / active EE | $3,115 | $4,478-30.4% | $3,897-20.1% | $5,439-42.7% |
| Admin fee / account holder | $156,822 | $6,332+2376.5% | $5,194+2919.4% | $10,885+1340.7% |