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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 | $43,422 | $99,011-56.1% | $86,582-49.8% | $147,586-70.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.22% | 1312.75%-1308.5pp | 965.08%-960.9pp | 578.59%-574.4pp |
| Employer contribution / active EE | $5,652 | $3,132+80.5% | $2,839+99.1% | $4,876+15.9% |
| Participant deferral / active EE | $5,737 | $3,972+44.4% | $3,609+59.0% | $5,439+5.5% |
| Admin fee / account holder | $114,721 | $5,709+1909.5% | $4,904+2239.3% | $10,886+953.9% |