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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 | $72,403-60.5% | $67,524-57.6% | $145,978-80.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.68% | 7197.23%-7189.5pp | 3519.41%-3511.7pp | 550.52%-542.8pp |
| Employer contribution / active EE | $5,190 | $3,072+69.0% | $2,734+89.8% | $4,662+11.3% |
| Participant deferral / active EE | $7,970 | $4,782+66.7% | $4,001+99.2% | $6,690+19.1% |
| Admin fee / account holder | $358 | $5,541-93.5% | $4,001-91.0% | $13,400-97.3% |