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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 | $151,664 | $85,169+78.1% | $172,755-12.2% | $72,983+107.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.67% | 27.32%-11.7pp | 802.94%-787.3pp | 81.01%-65.3pp |
| Employer contribution / active EE | $3,276 | $3,324-1.5% | $5,144-36.3% | $2,440+34.3% |
| Participant deferral / active EE | $4,074 | $3,260+25.0% | $5,198-21.6% | $3,608+12.9% |
| Admin fee / account holder | $22,036 | $5,880+274.7% | $13,955+57.9% | $5,124+330.0% |