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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 | $6,893 | $76,519-91.0% | $56,025-87.7% | $145,897-95.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.21% | 3017.03%-3012.8pp | 1712.69%-1708.5pp | 552.29%-548.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,490 | $2,624-5.1% | $1,955+27.4% | $6,689-62.8% |
| Admin fee / account holder | $1,951 | $3,331-41.4% | $2,828-31.0% | $13,390-85.4% |