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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 | $28,605 | $72,465-60.5% | $67,575-57.7% | $145,884-80.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.68% | 7222.56%-7214.9pp | 3528.98%-3521.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $5,190 | $3,074+68.9% | $2,736+89.7% | $4,662+11.3% |
| Participant deferral / active EE | $7,970 | $4,786+66.6% | $4,003+99.1% | $6,690+19.1% |
| Admin fee / account holder | $358 | $5,515-93.5% | $3,993-91.0% | $13,392-97.3% |