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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 | $12,699 | $96,691-86.9% | $86,656-85.3% | $139,487-90.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.75% | 106.87%-102.1pp | 593.09%-588.3pp | 373.84%-369.1pp |
| Employer contribution / active EE | $14,039 | $3,267+329.7% | $3,025+364.0% | $4,755+195.3% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $427,880 | $6,414+6570.7% | $5,619+7515.3% | $11,407+3650.9% |