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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 | $72,465-56.7% | $67,575-53.5% | $145,884-78.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.87% | 7222.56%-7214.7pp | 3528.98%-3521.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $6,073 | $3,074+97.6% | $2,736+122.0% | $4,662+30.3% |
| Participant deferral / active EE | $3,908 | $4,786-18.3% | $4,003-2.4% | $6,690-41.6% |
| Admin fee / account holder | $38,417 | $5,515+596.6% | $3,993+862.1% | $13,392+186.9% |