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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 | $23,292 | $72,426-67.8% | $67,560-65.5% | $145,897-84.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.20% | 7226.78%-7220.6pp | 3533.50%-3527.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $8,755 | $3,074+184.8% | $2,737+219.9% | $4,663+87.8% |
| Participant deferral / active EE | $18,383 | $4,785+284.2% | $4,004+359.1% | $6,689+174.8% |
| Admin fee / account holder | $192,657 | $5,514+3394.0% | $3,994+4723.7% | $13,390+1338.8% |