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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 | $82,240 | $52,353+57.1% | $120,225-31.6% | $82,448-0.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 8.06% | 61.85%-53.8pp | 439.23%-431.2pp | 41.64%-33.6pp |
| Employer contribution / active EE | $1,348 | $1,510-10.7% | $3,475-61.2% | $2,551-47.1% |
| Participant deferral / active EE | $1,348 | $2,627-48.7% | $3,999-66.3% | $4,139-67.4% |
| Admin fee / account holder | $13,962 | $4,363+220.0% | $5,696+145.1% | $7,234+93.0% |