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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 | $111,783 | $88,117+26.9% | $164,928-32.2% | $74,400+50.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 8.99% | 17.27%-8.3pp | 70.08%-61.1pp | 1367.51%-1358.5pp |
| Employer contribution / active EE | $1,091 | $2,596-58.0% | $4,343-74.9% | $2,624-58.4% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,034-100.0% | $4,348-100.0% |
| Admin fee / account holder | $36,217 | $2,230+1524.2% | $12,684+185.5% | $1,944+1763.4% |