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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 | $123,413 | $60,119+105.3% | $90,430+36.5% | $79,858+54.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.25% | 71.94%-67.7pp | 1293.73%-1289.5pp | 31.72%-27.5pp |
| Employer contribution / active EE | $1,979 | $2,068-4.3% | $3,262-39.3% | $2,471-19.9% |
| Participant deferral / active EE | $8,475 | $2,938+188.5% | $3,963+113.9% | $3,740+126.6% |
| Admin fee / account holder | $20,489 | $3,976+415.3% | $5,613+265.0% | $5,306+286.2% |