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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 | $18,191 | $149,040-87.8% | $120,225-84.9% | $137,256-86.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 5.51% | 605.68%-600.2pp | 439.23%-433.7pp | 220.34%-214.8pp |
| Employer contribution / active EE | $6,956 | $4,350+59.9% | $3,475+100.1% | $4,156+67.4% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25,010 | $6,348+294.0% | $5,696+339.0% | $12,270+103.8% |