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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 | $217,765 | $112,935+92.8% | $90,970+139.4% | $158,966+37.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.90% | 215.79%-214.9pp | 134.58%-133.7pp | 302.95%-302.1pp |
| Employer contribution / active EE | $4,167 | $2,895+44.0% | $2,122+96.3% | $4,762-12.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,652 | $8,045-54.6% | $5,960-38.7% | $11,250-67.5% |