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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 | $168,977 | $85,766+97.0% | $136,298+24.0% | $70,126+141.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.46% | 31.46%-19.0pp | 5156.27%-5143.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $5,883 | $2,966+98.3% | $4,696+25.3% | $2,343+151.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,163 | $5,421+161.3% | $9,244+53.2% | $4,645+204.9% |