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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 | $33,051 | $102,663-67.8% | $86,216-61.7% | $139,466-76.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.00% | 1924.52%-1918.5pp | 1169.42%-1163.4pp | 373.66%-367.7pp |
| Employer contribution / active EE | $2,348 | $3,035-22.6% | $2,382-1.4% | $4,754-50.6% |
| Participant deferral / active EE | $9,112 | $4,677+94.8% | $3,986+128.6% | $6,712+35.8% |
| Admin fee / account holder | $58,726 | $8,663+577.9% | $6,853+756.9% | $11,409+414.7% |