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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 | $136,135 | $85,766+58.7% | $136,297-0.1% | $70,131+94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.13% | 31.45%-19.3pp | 5156.16%-5144.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $6,399 | $2,966+115.7% | $4,696+36.3% | $2,342+173.2% |
| Participant deferral / active EE | $5,550 | $5,051+9.9% | $6,247-11.2% | $3,332+66.6% |
| Admin fee / account holder | $7,692 | $5,420+41.9% | $9,244-16.8% | $4,645+65.6% |