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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 | $115,820 | $60,139+92.6% | $90,461+28.0% | $79,856+45.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.15% | 71.96%-63.8pp | 1294.76%-1286.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $5,758 | $2,069+178.3% | $3,264+76.4% | $2,471+133.0% |
| Participant deferral / active EE | $9,740 | $2,939+231.4% | $3,964+145.7% | $3,741+160.4% |
| Admin fee / account holder | $16,073 | $3,978+304.0% | $5,617+186.2% | $5,306+202.9% |