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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 | $103,559 | $60,139+72.2% | $90,461+14.5% | $79,856+29.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.20% | 71.96%-61.8pp | 1294.76%-1284.6pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,585 | $2,939-12.0% | $3,964-34.8% | $3,741-30.9% |
| Admin fee / account holder | $6,160 | $3,978+54.8% | $5,617+9.7% | $5,306+16.1% |