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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 | $101,513 | $51,642+96.6% | $129,384-21.5% | $80,935+25.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 10.29% | 20.78%-10.5pp | 9461.77%-9451.5pp | 35.66%-25.4pp |
| Employer contribution / active EE | $3,079 | $1,583+94.5% | $4,153-25.9% | $2,757+11.7% |
| Participant deferral / active EE | $1,973 | $2,670-26.1% | $4,166-52.6% | $4,299-54.1% |
| Admin fee / account holder | $16,373 | $4,312+279.8% | $7,686+113.0% | $6,924+136.5% |