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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 | $34,918 | $109,863-68.2% | $98,477-64.5% | $167,518-79.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.33% | 1958.09%-1950.8pp | 1493.59%-1486.3pp | 478.71%-471.4pp |
| Employer contribution / active EE | $6,295 | $3,225+95.2% | $2,961+112.6% | $4,838+30.1% |
| Participant deferral / active EE | $3,388 | $4,673-27.5% | $4,276-20.8% | $6,342-46.6% |
| Admin fee / account holder | $2,124 | $6,755-68.6% | $5,951-64.3% | $12,312-82.7% |