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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 | $73,546-49.7% | $63,018-41.3% | $147,586-74.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.10% | 175.56%-168.5pp | 87.62%-80.5pp | 578.59%-571.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,244 | $4,185-46.4% | $3,330-32.6% | $5,439-58.7% |
| Admin fee / account holder | $25,254 | $5,956+324.0% | $3,601+601.4% | $10,886+132.0% |