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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 | $48,284+191.9% | $67,524+108.7% | $80,911+74.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.76% | 18.27%-7.5pp | 3519.41%-3508.6pp | 35.63%-24.9pp |
| Employer contribution / active EE | $4,230 | $2,021+109.3% | $2,734+54.7% | $2,756+53.5% |
| Participant deferral / active EE | $6,857 | $2,927+134.3% | $4,001+71.4% | $4,297+59.6% |
| Admin fee / account holder | $17,888 | $3,688+385.0% | $4,001+347.1% | $6,935+157.9% |