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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 | $34,072 | $49,199-30.7% | $121,204-71.9% | $75,173-54.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.45% | 56.04%-44.6pp | 987.18%-975.7pp | 160.72%-149.3pp |
| Employer contribution / active EE | $7,123 | $1,547+360.3% | $4,170+70.8% | $2,671+166.7% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,121 | $3,946+257.8% | $5,651+149.9% | $5,651+149.9% |