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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 | $95,619 | $49,199+94.4% | $121,210-21.1% | $75,177+27.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 8.88% | 56.04%-47.2pp | 987.41%-978.5pp | 160.75%-151.9pp |
| Employer contribution / active EE | $1,264 | $1,547-18.3% | $4,171-69.7% | $2,671-52.7% |
| Participant deferral / active EE | $1,264 | $2,630-51.9% | $4,084-69.0% | $4,126-69.4% |
| Admin fee / account holder | $1,011 | $3,946-74.4% | $5,647-82.1% | $5,651-82.1% |