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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 | $71,713 | $88,778-19.2% | $81,844-12.4% | $145,884-50.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.55% | 1033.03%-1025.5pp | 778.87%-771.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $30,000 | $3,087+871.8% | $2,916+928.7% | $4,662+543.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $493 | $8,430-94.2% | $7,355-93.3% | $13,392-96.3% |