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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 | $127,719 | $56,116+127.6% | $135,768-5.9% | $86,983+46.8% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 10.90% | 125.33%-114.4pp | 526.10%-515.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,120 | $2,690+276.2% | $3,977+154.5% | $4,194+141.3% |
| Admin fee / account holder | $3,226 | $4,314-25.2% | $7,048-54.2% | $7,856-58.9% |