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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 | $33,699 | $88,754-62.0% | $81,820-58.8% | $145,877-76.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.20% | 1031.77%-1022.6pp | 777.93%-768.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,750 | $3,085+21.5% | $2,915+28.6% | $4,663-19.6% |
| Participant deferral / active EE | $5,769 | $4,648+24.1% | $4,323+33.5% | $6,691-13.8% |
| Admin fee / account holder | $375,484 | $8,424+4357.5% | $7,391+4980.6% | $13,402+2701.7% |