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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 | $38,159 | $88,778-57.0% | $81,844-53.4% | $145,884-73.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.20% | 1033.03%-1028.8pp | 778.87%-774.7pp | 551.85%-547.6pp |
| Employer contribution / active EE | $10,782 | $3,087+249.3% | $2,916+269.7% | $4,662+131.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $34,794 | $8,430+312.7% | $7,355+373.0% | $13,392+159.8% |