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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 | $55,861 | $72,403-22.8% | $67,524-17.3% | $145,978-61.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.36% | 7197.23%-7190.9pp | 3519.41%-3513.1pp | 550.52%-544.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,410 | $4,782-28.7% | $4,001-14.8% | $6,690-49.0% |
| Admin fee / account holder | $12,689 | $5,541+129.0% | $4,001+217.2% | $13,400-5.3% |