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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 | $96,643-86.9% | $86,617-85.3% | $139,456-90.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.75% | 106.57%-101.8pp | 591.91%-587.2pp | 373.45%-368.7pp |
| Employer contribution / active EE | $14,039 | $3,264+330.1% | $3,023+364.3% | $4,753+195.4% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $427,880 | $6,406+6579.3% | $5,613+7523.4% | $11,407+3651.0% |