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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 | $100,203+68.7% | $85,240+98.3% | $145,897+15.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 2.21% | 84.28%-82.1pp | 66.75%-64.5pp | 552.29%-550.1pp |
| Employer contribution / active EE | $1,313 | $3,242-59.5% | $2,735-52.0% | $4,663-71.9% |
| Participant deferral / active EE | $1,313 | $5,299-75.2% | $4,527-71.0% | $6,689-80.4% |
| Admin fee / account holder | $25,088 | $7,265+245.3% | $6,165+306.9% | $13,390+87.4% |