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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 | $211,721 | $106,008+99.7% | $92,240+129.5% | $147,586+43.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.90% | 50.05%-45.2pp | 176.29%-171.4pp | 578.59%-573.7pp |
| Employer contribution / active EE | $33,367 | $4,333+670.0% | $3,680+806.8% | $4,876+584.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,738 | $6,333-56.8% | $5,194-47.3% | $10,886-74.8% |