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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 | $50,557 | $96,643-47.7% | $86,617-41.6% | $139,456-63.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.11% | 106.57%-96.5pp | 591.91%-581.8pp | 373.45%-363.3pp |
| Employer contribution / active EE | $8,516 | $3,264+160.9% | $3,023+181.7% | $4,753+79.2% |
| Participant deferral / active EE | $9,100 | $4,835+88.2% | $4,437+105.1% | $6,711+35.6% |
| Admin fee / account holder | $96,325 | $6,406+1403.7% | $5,613+1616.2% | $11,407+744.4% |