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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 | $202,208 | $65,575+208.4% | $86,209+134.6% | $75,181+169.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.13% | 46.07%-34.9pp | 1169.05%-1157.9pp | 160.69%-149.6pp |
| Employer contribution / active EE | $12,000 | $1,553+672.5% | $2,381+403.9% | $2,671+349.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,359 | $5,470-38.6% | $6,853-51.0% | $5,650-40.5% |