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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 | $119,228 | $47,479+151.1% | $62,929+89.5% | $82,448+44.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.37% | 20.34%-9.0pp | 1063.93%-1052.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,308 | $1,885-30.6% | $2,505-47.8% | $2,551-48.7% |
| Participant deferral / active EE | $2,093 | $2,870-27.1% | $3,888-46.2% | $4,139-49.4% |
| Admin fee / account holder | $14,592 | $3,804+283.6% | $5,065+188.1% | $7,234+101.7% |