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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 | $10,261 | $111,535-90.8% | $105,223-90.2% | $137,256-92.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.57% | 237.85%-229.3pp | 180.65%-172.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,132 | $5,500-43.1% | $5,072-38.3% | $6,407-51.1% |
| Admin fee / account holder | $7,795 | $9,721-19.8% | $8,859-12.0% | $12,270-36.5% |