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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 | $23,140 | $88,754-73.9% | $81,820-71.7% | $145,877-84.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.15% | 1031.77%-1023.6pp | 777.93%-769.8pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,624 | $3,085-15.0% | $2,915-10.0% | $4,663-43.7% |
| Participant deferral / active EE | $3,667 | $4,648-21.1% | $4,323-15.2% | $6,691-45.2% |
| Admin fee / account holder | $284,685 | $8,424+3279.6% | $7,391+3752.0% | $13,402+2024.2% |