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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 | $118,683 | $52,353+126.7% | $120,225-1.3% | $82,448+43.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.15% | 61.85%-52.7pp | 439.23%-430.1pp | 41.64%-32.5pp |
| Employer contribution / active EE | $6,000 | $1,510+297.3% | $3,475+72.6% | $2,551+135.2% |
| Participant deferral / active EE | $1,291 | $2,627-50.8% | $3,999-67.7% | $4,139-68.8% |
| Admin fee / account holder | $18,655 | $4,363+327.6% | $5,696+227.5% | $7,234+157.9% |