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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 | $58,998 | $106,008-44.3% | $92,240-36.0% | $147,586-60.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.34% | 50.05%-43.7pp | 176.29%-170.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $11,973 | $4,333+176.3% | $3,680+225.4% | $4,876+145.5% |
| Participant deferral / active EE | $8,400 | $4,478+87.6% | $3,897+115.6% | $5,439+54.4% |
| Admin fee / account holder | $71,865 | $6,333+1034.8% | $5,194+1283.6% | $10,886+560.2% |