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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 | $86,460 | $157,829-45.2% | $136,867-36.8% | $198,609-56.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 1.37% | 51.25%-49.9pp | 42.97%-41.6pp | 202.70%-201.3pp |
| Employer contribution / active EE | $2,750 | $3,923-29.9% | $3,547-22.5% | $5,055-45.6% |
| Participant deferral / active EE | $14,400 | $5,463+163.6% | $4,924+192.5% | $6,977+106.4% |
| Admin fee / account holder | $147,990 | $11,107+1232.4% | $10,340+1331.2% | $19,030+677.7% |