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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 | $81,922 | $60,139+36.2% | $90,461-9.4% | $79,856+2.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.75% | 71.96%-63.2pp | 1294.76%-1286.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,691 | $2,939+93.6% | $3,964+43.5% | $3,741+52.1% |
| Admin fee / account holder | $1,081 | $3,978-72.8% | $5,617-80.8% | $5,306-79.6% |