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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 | $161,748 | $60,119+169.0% | $90,430+78.9% | $79,858+102.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.79% | 71.94%-67.1pp | 1293.73%-1288.9pp | 31.72%-26.9pp |
| Employer contribution / active EE | $11,139 | $2,068+438.7% | $3,262+241.5% | $2,471+350.8% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,873 | $3,976-52.9% | $5,613-66.6% | $5,306-64.7% |