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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 | $194,835 | $51,631+277.4% | $129,397+50.6% | $80,925+140.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 8.89% | 20.77%-11.9pp | 9453.98%-9445.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $17,525 | $1,583+1007.0% | $4,154+321.8% | $2,756+535.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,930 | $4,309-8.8% | $7,679-48.8% | $6,940-43.4% |