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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 | $38,017 | $109,872-65.4% | $98,483-61.4% | $167,536-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.33% | 1959.31%-1951.0pp | 1494.38%-1486.0pp | 478.82%-470.5pp |
| Employer contribution / active EE | $12,187 | $3,225+277.9% | $2,961+311.6% | $4,839+151.9% |
| Participant deferral / active EE | $10,854 | $4,673+132.3% | $4,276+153.8% | $6,342+71.1% |
| Admin fee / account holder | $5,911 | $6,757-12.5% | $5,953-0.7% | $12,315-52.0% |