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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 | $96,691-79.3% | $86,656-76.9% | $139,487-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.81% | 106.87%-103.1pp | 593.09%-589.3pp | 373.84%-370.0pp |
| Employer contribution / active EE | $6,174 | $3,267+89.0% | $3,025+104.1% | $4,755+29.8% |
| Participant deferral / active EE | $11,749 | $4,838+142.9% | $4,439+164.7% | $6,713+75.0% |
| Admin fee / account holder | $94,511 | $6,414+1373.5% | $5,619+1582.1% | $11,407+728.5% |