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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 | $164,401 | $57,330+186.8% | $86,656+89.7% | $75,177+118.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 8.99% | 2675.40%-2666.4pp | 593.09%-584.1pp | 160.75%-151.8pp |
| Employer contribution / active EE | $4,304 | $2,316+85.8% | $3,025+42.3% | $2,671+61.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,874 | $4,115-30.2% | $5,619-48.9% | $5,651-49.1% |