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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 | $149,973 | $85,766+74.9% | $136,297+10.0% | $70,124+113.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.03% | 31.45%-17.4pp | 5156.19%-5142.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,243 | $2,966+76.8% | $4,696+11.7% | $2,342+123.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,746 | $5,420-49.3% | $9,244-70.3% | $4,645-40.9% |