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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 | $130,344 | $85,766+52.0% | $136,297-4.4% | $70,124+85.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.15% | 31.45%-19.3pp | 5156.19%-5144.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,852 | $2,966-37.6% | $4,696-60.6% | $2,342-20.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,799 | $5,420-11.5% | $9,244-48.1% | $4,645+3.3% |