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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 | $169,336-83.0% | $129,384-77.7% | $145,884-80.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.74% | 14408.70%-14403.0pp | 9461.77%-9456.0pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $500 | $4,985-90.0% | $4,166-88.0% | $6,690-92.5% |
| Admin fee / account holder | $1,448 | $9,912-85.4% | $7,686-81.2% | $13,392-89.2% |