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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 | $140,939 | $48,337+191.6% | $67,560+108.6% | $80,959+74.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.76% | 18.26%-7.5pp | 3533.50%-3522.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $4,230 | $2,023+109.2% | $2,737+54.6% | $2,757+53.4% |
| Participant deferral / active EE | $6,857 | $2,928+134.2% | $4,004+71.3% | $4,300+59.5% |
| Admin fee / account holder | $17,888 | $3,695+384.0% | $3,994+347.9% | $6,925+158.3% |