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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 | $32,546 | $73,518-55.7% | $63,003-48.3% | $147,585-77.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.81% | 175.46%-168.7pp | 87.59%-80.8pp | 578.56%-571.8pp |
| Employer contribution / active EE | $5,173 | $3,322+55.7% | $2,760+87.4% | $4,876+6.1% |
| Participant deferral / active EE | $7,100 | $4,183+69.7% | $3,329+113.3% | $5,439+30.5% |
| Admin fee / account holder | $64,700 | $5,952+987.0% | $3,600+1697.1% | $10,885+494.4% |