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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 | $114,555 | $100,060+14.5% | $149,721-23.5% | $70,126+63.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 1.02% | 27.46%-26.4pp | 1501.67%-1500.6pp | 73.15%-72.1pp |
| Employer contribution / active EE | $12,448 | $3,661+240.0% | $5,444+128.6% | $2,343+431.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,818 | $8,285+139.2% | $11,282+75.7% | $4,645+326.6% |