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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 | $156,158 | $101,950+53.2% | $125,529+24.4% | $86,983+79.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 10.04% | 18.29%-8.3pp | 202.56%-192.5pp | 25.83%-15.8pp |
| Employer contribution / active EE | $2,000 | $2,358-15.2% | $3,058-34.6% | $2,584-22.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $85,900 | $12,791+571.6% | $16,298+427.1% | $7,856+993.4% |