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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 | $89,454 | $96,691-7.5% | $86,656+3.2% | $139,487-35.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.84% | 106.87%-97.0pp | 593.09%-583.3pp | 373.84%-364.0pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,051 | $4,838+45.7% | $4,439+58.8% | $6,713+5.0% |
| Admin fee / account holder | $2,499 | $6,414-61.0% | $5,619-55.5% | $11,407-78.1% |