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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 | $43,009 | $73,421-41.4% | $66,439-35.3% | $155,188-72.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 5.32% | 1382.37%-1377.0pp | 757.66%-752.3pp | 148.84%-143.5pp |
| Employer contribution / active EE | $7,701 | $3,039+153.4% | $2,637+192.1% | $4,248+81.3% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,473 | $8,856-60.8% | $6,173-43.7% | $14,480-76.0% |