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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 | $42,825 | $76,519-44.0% | $56,025-23.6% | $145,897-70.6% |
| Participation rate | 92.3% | 63.2%+29.1pp | 52.5%+39.8pp | 80.3%+12.0pp |
| Annual return | 4.18% | 3017.03%-3012.8pp | 1712.69%-1708.5pp | 552.29%-548.1pp |
| Employer contribution / active EE | $2,091 | $1,383+51.1% | $1,042+100.7% | $4,663-55.2% |
| Participant deferral / active EE | $5,385 | $2,624+105.2% | $1,955+175.5% | $6,689-19.5% |
| Admin fee / account holder | $136,444 | $3,331+3996.5% | $2,828+4724.2% | $13,390+919.0% |