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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 | $21,078 | $99,009-78.7% | $86,581-75.7% | $147,585-85.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.43% | 1312.70%-1306.3pp | 965.06%-958.6pp | 578.58%-572.2pp |
| Employer contribution / active EE | $10,914 | $3,132+248.4% | $2,840+284.4% | $4,876+123.8% |
| Participant deferral / active EE | $7,196 | $3,972+81.1% | $3,609+99.4% | $5,439+32.3% |
| Admin fee / account holder | $1,197,713 | $5,709+20880.1% | $4,904+24322.6% | $10,886+10902.8% |