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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 | $21,814 | $105,158-79.3% | $94,672-77.0% | $139,487-84.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 7.97% | 38.11%-30.1pp | 156.89%-148.9pp | 373.84%-365.9pp |
| Employer contribution / active EE | $2,412 | $4,107-41.3% | $3,673-34.3% | $4,755-49.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $327 | $8,972-96.4% | $7,222-95.5% | $11,407-97.1% |