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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 | $48,337+258.5% | $67,560+156.5% | $80,959+114.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.00% | 18.26%-7.3pp | 3533.50%-3522.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,777 | $2,928+370.5% | $4,004+244.1% | $4,300+220.4% |
| Admin fee / account holder | $16,878 | $3,695+356.7% | $3,994+322.6% | $6,925+143.7% |