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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 | $23,050 | $93,373-75.3% | $152,466-84.9% | $85,856-73.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 10.93% | 21.84%-10.9pp | 757.33%-746.4pp | 318.58%-307.7pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,006 | $4,550-55.9% | $5,820-65.5% | $3,952-49.3% |
| Admin fee / account holder | $1,348 | $13,853-90.3% | $15,805-91.5% | $6,261-78.5% |