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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 | $56,431+45.7% | $130,788-37.1% | $87,485-6.0% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 8.06% | 91.27%-83.2pp | 386.44%-378.4pp | 26.06%-18.0pp |
| Employer contribution / active EE | $1,348 | $1,549-13.0% | $3,558-62.1% | $2,596-48.1% |
| Participant deferral / active EE | $1,348 | $2,749-51.0% | $4,137-67.4% | $4,274-68.4% |
| Admin fee / account holder | $13,962 | $4,433+215.0% | $6,673+109.2% | $7,775+79.6% |