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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 | $48,277+258.9% | $67,511+156.7% | $80,874+114.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.00% | 18.27%-7.3pp | 3517.41%-3506.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,777 | $2,926+370.8% | $4,000+244.4% | $4,297+220.6% |
| Admin fee / account holder | $16,878 | $3,687+357.8% | $3,999+322.1% | $6,935+143.4% |