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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 | $203,133 | $47,479+327.8% | $62,929+222.8% | $82,448+146.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.21% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $3,262 | $1,885+73.0% | $2,505+30.2% | $2,551+27.9% |
| Participant deferral / active EE | $10,798 | $2,870+276.2% | $3,888+177.7% | $4,139+160.9% |
| Admin fee / account holder | $116,541 | $3,804+2963.9% | $5,065+2201.1% | $7,234+1510.9% |