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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 | $135,042 | $70,684+91.0% | $169,390-20.3% | $75,173+79.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | -1.60% | 36.38%-38.0pp | 406.07%-407.7pp | 160.72%-162.3pp |
| Employer contribution / active EE | $3,322 | $2,211+50.3% | $4,013-17.2% | $2,671+24.4% |
| Participant deferral / active EE | $1,496 | $4,310-65.3% | $6,222-76.0% | $4,126-63.7% |
| Admin fee / account holder | $3,169 | $5,404-41.4% | $9,015-64.8% | $5,651-43.9% |