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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 | $135,714 | $60,139+125.7% | $90,461+50.0% | $79,856+69.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.30% | 71.96%-63.7pp | 1294.76%-1286.5pp | 31.71%-23.4pp |
| Employer contribution / active EE | $3,731 | $2,069+80.4% | $3,264+14.3% | $2,471+51.0% |
| Participant deferral / active EE | $4,538 | $2,939+54.4% | $3,964+14.5% | $3,741+21.3% |
| Admin fee / account holder | $3,046 | $3,978-23.4% | $5,617-45.8% | $5,306-42.6% |