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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 | $162,964 | $100,041+62.9% | $149,718+8.8% | $70,131+132.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.07% | 27.43%-16.4pp | 1501.70%-1490.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $24,949 | $3,662+581.4% | $5,444+358.3% | $2,342+965.1% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,245 | $8,286+23.6% | $11,283-9.2% | $4,645+120.5% |