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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 | $33,998 | $72,426-53.1% | $67,560-49.7% | $145,897-76.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.21% | 7226.78%-7220.6pp | 3533.50%-3527.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $4,272 | $3,074+38.9% | $2,737+56.1% | $4,663-8.4% |
| Participant deferral / active EE | $11,662 | $4,785+143.7% | $4,004+191.2% | $6,689+74.3% |
| Admin fee / account holder | $142,120 | $5,514+2477.5% | $3,994+3458.4% | $13,390+961.4% |