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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 | $9,183 | $72,071-87.3% | $68,368-86.6% | $137,256-93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.00% | 353.14%-348.1pp | 292.57%-287.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $6,167 | $2,788+121.2% | $2,649+132.8% | $4,156+48.4% |
| Participant deferral / active EE | $2,208 | $4,410-49.9% | $4,123-46.4% | $6,407-65.5% |
| Admin fee / account holder | $47,163 | $5,336+783.9% | $5,150+815.8% | $12,270+284.4% |