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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 | $95,900 | $70,587+35.9% | $124,693-23.1% | $85,856+11.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 6.47% | 20688.83%-20682.4pp | 5144.19%-5137.7pp | 318.58%-312.1pp |
| Employer contribution / active EE | $15,034 | $1,913+685.7% | $3,324+352.3% | $2,565+486.1% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,079 | $5,282-60.6% | $7,494-72.3% | $6,261-66.8% |