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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 | $27,567 | $88,778-68.9% | $81,844-66.3% | $145,884-81.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.46% | 1033.03%-1027.6pp | 778.87%-773.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $3,373 | $3,087+9.3% | $2,916+15.7% | $4,662-27.6% |
| Participant deferral / active EE | $8,433 | $4,648+81.4% | $4,323+95.1% | $6,690+26.1% |
| Admin fee / account holder | $81,539 | $8,430+867.2% | $7,355+1008.5% | $13,392+508.9% |