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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 | $37,903 | $88,815-57.3% | $81,882-53.7% | $145,897-74.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.10% | 1033.75%-1026.7pp | 779.47%-772.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $8,583 | $3,086+178.1% | $2,916+194.3% | $4,663+84.1% |
| Participant deferral / active EE | $10,880 | $4,647+134.1% | $4,323+151.7% | $6,689+62.6% |
| Admin fee / account holder | $147,500 | $8,434+1648.8% | $7,360+1904.2% | $13,390+1001.5% |