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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 | $20,032 | $96,643-79.3% | $86,617-76.9% | $139,456-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.81% | 106.57%-102.8pp | 591.91%-588.1pp | 373.45%-369.6pp |
| Employer contribution / active EE | $6,174 | $3,264+89.1% | $3,023+104.2% | $4,753+29.9% |
| Participant deferral / active EE | $11,749 | $4,835+143.0% | $4,437+164.8% | $6,711+75.1% |
| Admin fee / account holder | $94,511 | $6,406+1375.3% | $5,613+1583.9% | $11,407+728.5% |