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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 | $104,475 | $96,678+8.1% | $86,640+20.6% | $139,466-25.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.44% | 106.69%-99.2pp | 592.52%-585.1pp | 373.66%-366.2pp |
| Employer contribution / active EE | $5,692 | $3,265+74.3% | $3,024+88.2% | $4,754+19.7% |
| Participant deferral / active EE | $2,846 | $4,837-41.2% | $4,438-35.9% | $6,712-57.6% |
| Admin fee / account holder | $38,489 | $6,410+500.5% | $5,616+585.4% | $11,409+237.4% |