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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 | $28,814 | $169,361-83.0% | $129,397-77.7% | $145,877-80.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.74% | 14395.54%-14389.8pp | 9453.98%-9448.2pp | 551.28%-545.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $500 | $4,987-90.0% | $4,167-88.0% | $6,691-92.5% |
| Admin fee / account holder | $1,448 | $9,903-85.4% | $7,679-81.1% | $13,402-89.2% |