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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 | $182,604 | $155,840+17.2% | $124,694+46.4% | $167,553+9.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 5.89% | 17.98%-12.1pp | 5144.82%-5138.9pp | 478.89%-473.0pp |
| Employer contribution / active EE | $1,800 | $4,165-56.8% | $3,325-45.9% | $4,840-62.8% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,000 | $9,536+4.9% | $7,495+33.4% | $12,316-18.8% |