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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 | $183,011 | $99,079+84.7% | $78,002+134.6% | $273,972-33.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.84% | 217.93%-217.1pp | 425.99%-425.2pp | 41.46%-40.6pp |
| Employer contribution / active EE | $5,025 | $3,308+51.9% | $2,470+103.4% | $4,869+3.2% |
| Participant deferral / active EE | $3,350 | $4,306-22.2% | $3,497-4.2% | $5,287-36.6% |
| Admin fee / account holder | $892 | $8,954-90.0% | $5,481-83.7% | $10,133-91.2% |