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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 | $40,357 | $73,546-45.1% | $63,018-36.0% | $147,586-72.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.45% | 175.56%-167.1pp | 87.62%-79.2pp | 578.59%-570.1pp |
| Employer contribution / active EE | $7,690 | $3,324+131.4% | $2,761+178.5% | $4,876+57.7% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,342 | $5,956+6.5% | $3,601+76.1% | $10,886-41.7% |