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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 | $37,000 | $73,518-49.7% | $63,003-41.3% | $147,585-74.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.10% | 175.46%-168.4pp | 87.59%-80.5pp | 578.56%-571.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,244 | $4,183-46.4% | $3,329-32.6% | $5,439-58.7% |
| Admin fee / account holder | $25,254 | $5,952+324.3% | $3,600+601.5% | $10,885+132.0% |