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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 | $38,233 | $114,013-66.5% | $103,693-63.1% | $155,188-75.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.77% | 49.31%-41.5pp | 47.61%-39.8pp | 148.84%-141.1pp |
| Employer contribution / active EE | $40,938 | $3,131+1207.4% | $2,920+1301.8% | $4,248+863.7% |
| Participant deferral / active EE | $32,750 | $4,970+559.0% | $4,579+615.2% | $6,531+401.4% |
| Admin fee / account holder | $1,380,000 | $8,407+16314.9% | $7,858+17461.5% | $14,480+9430.5% |