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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 | $137,106 | $67,823+102.2% | $52,425+161.5% | $137,256-0.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -0.03% | 219.11%-219.1pp | 302.12%-302.2pp | 220.34%-220.4pp |
| Employer contribution / active EE | $923 | $1,163-20.6% | $914+1.0% | $4,156-77.8% |
| Participant deferral / active EE | $1,385 | $2,288-39.5% | $1,790-22.7% | $6,407-78.4% |
| Admin fee / account holder | $880 | $2,844-69.1% | $2,495-64.7% | $12,270-92.8% |