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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 | $25,442 | $156,970-83.8% | $121,210-79.0% | $139,487-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.24% | 1477.10%-1469.9pp | 987.41%-980.2pp | 373.84%-366.6pp |
| Employer contribution / active EE | $1,702 | $5,546-69.3% | $4,171-59.2% | $4,755-64.2% |
| Participant deferral / active EE | $637 | $4,849-86.9% | $4,084-84.4% | $6,713-90.5% |
| Admin fee / account holder | $78,428 | $6,947+1028.9% | $5,647+1288.8% | $11,407+587.5% |