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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 | $47,479+85.0% | $62,929+39.6% | $82,448+6.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.94% | 20.34%-11.4pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,214 | $1,885-35.6% | $2,505-51.5% | $2,551-52.4% |
| Participant deferral / active EE | $5,125 | $2,870+78.5% | $3,888+31.8% | $4,139+23.8% |
| Admin fee / account holder | $19,015 | $3,804+399.9% | $5,065+275.4% | $7,234+162.8% |