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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 | $135,072 | $106,008+27.4% | $92,240+46.4% | $147,586-8.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.87% | 50.05%-45.2pp | 176.29%-171.4pp | 578.59%-573.7pp |
| Employer contribution / active EE | $12,305 | $4,333+184.0% | $3,680+234.4% | $4,876+152.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,880 | $6,333+119.2% | $5,194+167.2% | $10,886+27.5% |