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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 | $14,895 | $96,388-84.5% | $80,627-81.5% | $139,466-89.3% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 9.68% | 1352.08%-1342.4pp | 936.76%-927.1pp | 373.66%-364.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,856 | $5,224-64.5% | $4,443-58.2% | $6,712-72.3% |
| Admin fee / account holder | $10,901 | $6,603+65.1% | $5,381+102.6% | $11,409-4.4% |