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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 | $136,452 | $65,440+108.5% | $98,506+38.5% | $85,851+58.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 6.55% | 21.75%-15.2pp | 1494.92%-1488.4pp | 318.63%-312.1pp |
| Employer contribution / active EE | $2,340 | $2,169+7.9% | $2,961-21.0% | $2,565-8.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,261 | $4,596+79.8% | $5,955+38.7% | $6,261+31.9% |