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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 | $73,546-55.7% | $63,018-48.4% | $147,586-77.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.81% | 175.56%-168.8pp | 87.62%-80.8pp | 578.59%-571.8pp |
| Employer contribution / active EE | $5,173 | $3,324+55.6% | $2,761+87.4% | $4,876+6.1% |
| Participant deferral / active EE | $7,100 | $4,185+69.7% | $3,330+113.2% | $5,439+30.5% |
| Admin fee / account holder | $64,700 | $5,956+986.3% | $3,601+1696.9% | $10,886+494.4% |