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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 | $169,036 | $99,921+69.2% | $85,009+98.8% | $145,959+15.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 2.21% | 83.89%-81.7pp | 66.47%-64.3pp | 561.95%-559.7pp |
| Employer contribution / active EE | $1,313 | $3,233-59.4% | $2,728-51.9% | $4,661-71.8% |
| Participant deferral / active EE | $1,313 | $5,293-75.2% | $4,522-71.0% | $6,689-80.4% |
| Admin fee / account holder | $25,088 | $7,252+246.0% | $6,153+307.8% | $13,398+87.3% |