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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 | $52,613 | $96,643-45.6% | $86,617-39.3% | $139,456-62.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.99% | 106.57%-96.6pp | 591.91%-581.9pp | 373.45%-363.5pp |
| Employer contribution / active EE | $9,861 | $3,264+202.1% | $3,023+226.1% | $4,753+107.5% |
| Participant deferral / active EE | $17,901 | $4,835+270.2% | $4,437+303.4% | $6,711+166.7% |
| Admin fee / account holder | $167,152 | $6,406+2509.3% | $5,613+2878.1% | $11,407+1365.3% |