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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 | $88,702-62.0% | $81,780-58.8% | $145,978-76.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.20% | 1029.12%-1019.9pp | 776.27%-767.1pp | 550.52%-541.3pp |
| Employer contribution / active EE | $3,750 | $3,084+21.6% | $2,914+28.7% | $4,662-19.6% |
| Participant deferral / active EE | $5,769 | $4,645+24.2% | $4,321+33.5% | $6,690-13.8% |
| Admin fee / account holder | $375,484 | $8,414+4362.4% | $7,384+4985.2% | $13,400+2702.0% |