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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 | $134,289 | $100,060+34.2% | $149,721-10.3% | $70,126+91.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.27% | 27.46%-16.2pp | 1501.67%-1490.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $6,938 | $3,661+89.5% | $5,444+27.4% | $2,343+196.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $34,740 | $8,285+319.3% | $11,282+207.9% | $4,645+647.8% |