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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 | $82,329 | $57,305+43.7% | $86,640-5.0% | $75,173+9.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.74% | 2674.24%-2666.5pp | 592.52%-584.8pp | 160.72%-153.0pp |
| Employer contribution / active EE | $7,868 | $2,316+239.7% | $3,024+160.2% | $2,671+194.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,272 | $4,116-69.1% | $5,616-77.4% | $5,651-77.5% |