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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 | $173,272 | $48,314+258.6% | $67,561+156.5% | $80,925+114.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.00% | 18.28%-7.3pp | 3525.44%-3514.4pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,777 | $2,927+370.8% | $4,003+244.2% | $4,299+220.5% |
| Admin fee / account holder | $16,878 | $3,690+357.5% | $4,006+321.4% | $6,940+143.2% |