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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 | $56,116+111.5% | $135,768-12.6% | $86,983+36.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 9.15% | 125.33%-116.2pp | 526.10%-516.9pp | 25.83%-16.7pp |
| Employer contribution / active EE | $6,000 | $1,528+292.7% | $3,394+76.8% | $2,584+132.2% |
| Participant deferral / active EE | $1,291 | $2,690-52.0% | $3,977-67.5% | $4,194-69.2% |
| Admin fee / account holder | $18,655 | $4,314+332.5% | $7,048+164.7% | $7,856+137.5% |