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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 | $37,075 | $100,938-63.3% | $90,461-59.0% | $158,982-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.08% | 1727.20%-1723.1pp | 1294.76%-1290.7pp | 302.99%-298.9pp |
| Employer contribution / active EE | $10,022 | $3,691+171.5% | $3,264+207.0% | $4,763+110.4% |
| Participant deferral / active EE | $11,248 | $4,350+158.6% | $3,964+183.7% | $5,983+88.0% |
| Admin fee / account holder | $756,118 | $6,510+11515.2% | $5,617+13362.1% | $11,252+6620.1% |