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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 | $113,019 | $85,171+32.7% | $172,753-34.6% | $72,976+54.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.92% | 27.32%-12.4pp | 803.00%-788.1pp | 81.02%-66.1pp |
| Employer contribution / active EE | $4,946 | $3,324+48.8% | $5,144-3.8% | $2,440+102.7% |
| Participant deferral / active EE | $3,436 | $3,260+5.4% | $5,198-33.9% | $3,608-4.8% |
| Admin fee / account holder | $43,274 | $5,880+635.9% | $13,956+210.1% | $5,124+744.5% |