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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 | $95,537 | $51,631+85.0% | $129,397-26.2% | $80,925+18.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 10.63% | 20.77%-10.1pp | 9453.98%-9443.4pp | 35.65%-25.0pp |
| Employer contribution / active EE | $1,504 | $1,583-5.0% | $4,154-63.8% | $2,756-45.4% |
| Participant deferral / active EE | $1,504 | $2,670-43.7% | $4,167-63.9% | $4,299-65.0% |
| Admin fee / account holder | $4,301 | $4,309-0.2% | $7,679-44.0% | $6,940-38.0% |