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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 | $130,615 | $49,976+161.4% | $66,674+95.9% | $82,637+58.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 11.97% | 39.09%-27.1pp | 321.24%-309.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $6,357 | $1,988+219.7% | $2,620+142.6% | $2,552+149.1% |
| Participant deferral / active EE | $6,065 | $2,847+113.1% | $4,084+48.5% | $4,126+47.0% |
| Admin fee / account holder | $17,223 | $4,594+274.9% | $5,098+237.8% | $7,339+134.7% |