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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 | $163,066 | $48,011+239.6% | $63,803+155.6% | $82,637+97.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.35% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $3,027 | $1,904+59.0% | $2,532+19.5% | $2,552+18.6% |
| Participant deferral / active EE | $2,016 | $2,846-29.2% | $3,843-47.5% | $4,126-51.1% |
| Admin fee / account holder | $15,529 | $3,873+300.9% | $5,196+198.8% | $7,339+111.6% |