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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 | $49,656 | $49,199+0.9% | $121,210-59.0% | $75,177-33.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 9.95% | 56.04%-46.1pp | 987.41%-977.5pp | 160.75%-150.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,588 | $2,630+74.5% | $4,084+12.4% | $4,126+11.2% |
| Admin fee / account holder | $19,237 | $3,946+387.5% | $5,647+240.6% | $5,651+240.4% |