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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 | $88,203+26.7% | $165,100-32.3% | $74,478+50.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 8.99% | 17.13%-8.1pp | 70.21%-61.2pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $1,091 | $2,601-58.1% | $4,348-74.9% | $2,626-58.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $36,217 | $2,235+1520.5% | $12,696+185.3% | $1,946+1761.3% |