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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 | $245,576 | $100,938+143.3% | $90,461+171.5% | $158,982+54.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.38% | 1727.20%-1727.6pp | 1294.76%-1295.1pp | 302.99%-303.4pp |
| Employer contribution / active EE | $4,499 | $3,691+21.9% | $3,264+37.9% | $4,763-5.5% |
| Participant deferral / active EE | $3,038 | $4,350-30.2% | $3,964-23.4% | $5,983-49.2% |
| Admin fee / account holder | $2,388 | $6,510-63.3% | $5,617-57.5% | $11,252-78.8% |