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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 | $110,476 | $96,691+14.3% | $86,656+27.5% | $139,487-20.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.99% | 106.87%-100.9pp | 593.09%-587.1pp | 373.84%-367.9pp |
| Employer contribution / active EE | $1,500 | $3,267-54.1% | $3,025-50.4% | $4,755-68.5% |
| Participant deferral / active EE | $5,400 | $4,838+11.6% | $4,439+21.6% | $6,713-19.6% |
| Admin fee / account holder | $37,424 | $6,414+483.4% | $5,619+566.1% | $11,407+228.1% |