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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 | $88,137+26.8% | $164,975-32.2% | $74,429+50.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 8.99% | 17.13%-8.1pp | 70.12%-61.1pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $1,091 | $2,597-58.0% | $4,343-74.9% | $2,625-58.4% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $36,217 | $2,231+1523.0% | $12,688+185.4% | $1,944+1762.7% |