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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 | $112,741 | $106,918+5.4% | $84,021+34.2% | $152,897-26.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -0.56% | 105.01%-105.6pp | 71.32%-71.9pp | 345.43%-346.0pp |
| Employer contribution / active EE | $5,455 | $2,735+99.4% | $1,984+175.0% | $4,764+14.5% |
| Participant deferral / active EE | $4,138 | $4,012+3.1% | $3,239+27.8% | $5,851-29.3% |
| Admin fee / account holder | $2,412 | $8,288-70.9% | $6,102-60.5% | $11,599-79.2% |