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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 | $47,740 | $154,209-69.0% | $130,062-63.3% | $139,487-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.56% | 32.52%-29.0pp | -137.37%+140.9pp | 373.84%-370.3pp |
| Employer contribution / active EE | $15,394 | $5,292+190.9% | $4,322+256.2% | $4,755+223.8% |
| Participant deferral / active EE | $15,000 | $6,709+123.6% | $5,821+157.7% | $6,713+123.5% |
| Admin fee / account holder | $363,684 | $13,988+2499.9% | $10,601+3330.8% | $11,407+3088.2% |