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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 | $69,118+98.4% | $53,647+155.6% | $138,895-1.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | -0.03% | 248.26%-248.3pp | 358.33%-358.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $923 | $1,189-22.4% | $962-4.1% | $4,194-78.0% |
| Participant deferral / active EE | $1,385 | $2,274-39.1% | $1,813-23.6% | $6,396-78.4% |
| Admin fee / account holder | $880 | $2,724-67.7% | $2,460-64.2% | $12,562-93.0% |