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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 | $204,185 | $112,933+80.8% | $90,970+124.5% | $158,982+28.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.39% | 215.82%-212.4pp | 134.60%-131.2pp | 302.99%-299.6pp |
| Employer contribution / active EE | $5,000 | $2,893+72.8% | $2,122+135.6% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,105 | $8,047+0.7% | $5,961+36.0% | $11,252-28.0% |