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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 | $14,831 | $49,199-69.9% | $121,204-87.8% | $75,173-80.3% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 8.18% | 56.04%-47.9pp | 987.18%-979.0pp | 160.72%-152.5pp |
| Employer contribution / active EE | $1,414 | $1,547-8.6% | $4,170-66.1% | $2,671-47.0% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $405 | $3,946-89.7% | $5,651-92.8% | $5,651-92.8% |