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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 | $72,446-85.0% | $67,561-83.9% | $145,877-92.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.07% | 7211.98%-7204.9pp | 3525.44%-3518.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $6,912 | $3,072+125.0% | $2,735+152.8% | $4,663+48.2% |
| Participant deferral / active EE | $6,892 | $4,785+44.1% | $4,003+72.2% | $6,691+3.0% |
| Admin fee / account holder | $10,218 | $5,541+84.4% | $4,006+155.1% | $13,402-23.8% |