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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 | $31,399 | $72,426-56.6% | $67,560-53.5% | $145,897-78.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.87% | 7226.78%-7218.9pp | 3533.50%-3525.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $6,073 | $3,074+97.5% | $2,737+121.9% | $4,663+30.3% |
| Participant deferral / active EE | $3,908 | $4,785-18.3% | $4,004-2.4% | $6,689-41.6% |
| Admin fee / account holder | $38,417 | $5,514+596.7% | $3,994+861.9% | $13,390+186.9% |