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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 | $59,195 | $84,708-30.1% | $75,714-21.8% | $167,536-64.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 7.67% | 199.62%-192.0pp | 104.62%-97.0pp | 478.82%-471.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,808 | $4,577+26.9% | $3,820+52.0% | $6,342-8.4% |
| Admin fee / account holder | $5,366 | $5,358+0.2% | $3,619+48.3% | $12,315-56.4% |