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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 | $87,834 | $55,457+58.4% | $77,361+13.5% | $94,015-6.6% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 8.94% | 15.57%-6.6pp | 1011.54%-1002.6pp | 17.84%-8.9pp |
| Employer contribution / active EE | $1,214 | $2,255-46.2% | $2,990-59.4% | $2,790-56.5% |
| Participant deferral / active EE | $5,125 | $3,069+67.0% | $3,911+31.0% | $4,249+20.6% |
| Admin fee / account holder | $19,015 | $4,334+338.7% | $5,894+222.6% | $8,951+112.4% |