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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 | $43,497 | $73,518-40.8% | $63,003-31.0% | $147,585-70.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.79% | 175.46%-166.7pp | 87.59%-78.8pp | 578.57%-569.8pp |
| Employer contribution / active EE | $1,533 | $3,322-53.9% | $2,760-44.5% | $4,876-68.6% |
| Participant deferral / active EE | $2,613 | $4,183-37.5% | $3,329-21.5% | $5,439-51.9% |
| Admin fee / account holder | $34,197 | $5,952+474.5% | $3,600+849.9% | $10,885+214.2% |