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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 | $72,396-67.8% | $67,511-65.5% | $145,959-84.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.20% | 7194.07%-7187.9pp | 3517.41%-3511.2pp | 561.95%-555.8pp |
| Employer contribution / active EE | $8,755 | $3,071+185.1% | $2,733+220.4% | $4,661+87.8% |
| Participant deferral / active EE | $18,383 | $4,781+284.5% | $4,000+359.5% | $6,689+174.8% |
| Admin fee / account holder | $192,657 | $5,538+3378.7% | $3,999+4717.9% | $13,398+1338.0% |