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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 | $69,914 | $96,678-27.7% | $86,640-19.3% | $139,466-49.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.65% | 106.69%-98.0pp | 592.52%-583.9pp | 373.66%-365.0pp |
| Employer contribution / active EE | $5,200 | $3,265+59.2% | $3,024+71.9% | $4,754+9.4% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $31,925 | $6,410+398.1% | $5,616+468.5% | $11,409+179.8% |