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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 | $71,329 | $106,008-32.7% | $92,240-22.7% | $147,586-51.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.37% | 50.05%-45.7pp | 176.29%-171.9pp | 578.59%-574.2pp |
| Employer contribution / active EE | $1,500 | $4,333-65.4% | $3,680-59.2% | $4,876-69.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,205 | $6,333+29.6% | $5,194+58.0% | $10,886-24.6% |