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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 | $31,466 | $72,071-56.3% | $68,368-54.0% | $137,256-77.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.01% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $5,900 | $2,788+111.6% | $2,649+122.7% | $4,156+42.0% |
| Participant deferral / active EE | $5,840 | $4,410+32.4% | $4,123+41.7% | $6,407-8.8% |
| Admin fee / account holder | $79,375 | $5,336+1387.7% | $5,150+1441.3% | $12,270+546.9% |