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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 | $95,241 | $48,570+96.1% | $130,660-27.1% | $72,975+30.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 15.38% | 38.63%-23.2pp | 1709.29%-1693.9pp | 81.01%-65.6pp |
| Employer contribution / active EE | $2,020 | $1,334+51.4% | $4,092-50.6% | $2,440-17.2% |
| Participant deferral / active EE | $4,279 | $2,384+79.5% | $3,603+18.8% | $3,608+18.6% |
| Admin fee / account holder | $2,683 | $3,549-24.4% | $5,463-50.9% | $5,124-47.6% |