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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 | $9,756 | $156,963-93.8% | $121,204-92.0% | $139,466-93.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.54% | 1476.75%-1468.2pp | 987.18%-978.6pp | 373.66%-365.1pp |
| Employer contribution / active EE | $1,583 | $5,544-71.4% | $4,170-62.0% | $4,754-66.7% |
| Participant deferral / active EE | $9,448 | $4,848+94.9% | $4,083+131.4% | $6,712+40.8% |
| Admin fee / account holder | $26,089 | $6,953+275.2% | $5,651+361.7% | $11,409+128.7% |