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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 | $153,534 | $85,766+79.0% | $136,298+12.6% | $70,126+118.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.85% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $2,663 | $2,966-10.2% | $4,696-43.3% | $2,343+13.7% |
| Participant deferral / active EE | $5,782 | $5,051+14.5% | $6,247-7.4% | $3,332+73.5% |
| Admin fee / account holder | $44,874 | $5,421+727.8% | $9,244+385.4% | $4,645+866.0% |