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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 | $10,893 | $72,426-85.0% | $67,560-83.9% | $145,897-92.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.07% | 7226.78%-7219.7pp | 3533.50%-3526.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $6,912 | $3,074+124.8% | $2,737+152.6% | $4,663+48.2% |
| Participant deferral / active EE | $6,892 | $4,785+44.0% | $4,004+72.1% | $6,689+3.0% |
| Admin fee / account holder | $10,218 | $5,514+85.3% | $3,994+155.8% | $13,390-23.7% |