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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 | $53,063+140.7% | $124,206+2.8% | $82,637+54.6% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 10.90% | 68.87%-58.0pp | 515.27%-504.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,120 | $2,644+282.7% | $3,968+155.1% | $4,126+145.3% |
| Admin fee / account holder | $3,226 | $4,281-24.6% | $5,929-45.6% | $7,339-56.0% |