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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 | $12,658 | $73,518-82.8% | $63,003-79.9% | $147,585-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.18% | 175.46%-168.3pp | 87.59%-80.4pp | 578.57%-571.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,356 | $4,183-67.6% | $3,329-59.3% | $5,439-75.1% |
| Admin fee / account holder | $11,033 | $5,952+85.4% | $3,600+206.5% | $10,885+1.4% |