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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 | $167,044 | $85,171+96.1% | $172,753-3.3% | $72,976+128.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.66% | 27.32%-12.7pp | 803.00%-788.3pp | 81.02%-66.4pp |
| Employer contribution / active EE | $5,410 | $3,324+62.7% | $5,144+5.2% | $2,440+121.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $523 | $5,880-91.1% | $13,956-96.3% | $5,124-89.8% |