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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 | $154,495 | $85,171+81.4% | $172,753-10.6% | $72,976+111.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.12% | 27.32%-14.2pp | 803.00%-789.9pp | 81.02%-67.9pp |
| Employer contribution / active EE | $1,375 | $3,324-58.6% | $5,144-73.3% | $2,440-43.7% |
| Participant deferral / active EE | $5,552 | $3,260+70.3% | $5,198+6.8% | $3,608+53.9% |
| Admin fee / account holder | $1,282 | $5,880-78.2% | $13,956-90.8% | $5,124-75.0% |