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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 | $33,297 | $88,778-62.5% | $81,844-59.3% | $145,884-77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.42% | 1033.03%-1023.6pp | 778.87%-769.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $31,734 | $3,087+928.0% | $2,916+988.1% | $4,662+580.7% |
| Participant deferral / active EE | $19,152 | $4,648+312.0% | $4,323+343.0% | $6,690+186.3% |
| Admin fee / account holder | $191,546 | $8,430+2172.1% | $7,355+2504.1% | $13,392+1330.3% |