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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 | $44,750 | $144,130-69.0% | $117,861-62.0% | $147,586-69.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 3.92% | 531.20%-527.3pp | 335.11%-331.2pp | 578.59%-574.7pp |
| Employer contribution / active EE | $2,614 | $4,897-46.6% | $3,786-31.0% | $4,876-46.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,796 | $10,887-83.5% | $8,021-77.6% | $10,886-83.5% |