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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 | $47,666 | $96,643-50.7% | $86,617-45.0% | $139,456-65.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.13% | 106.57%-97.4pp | 591.91%-582.8pp | 373.45%-364.3pp |
| Employer contribution / active EE | $3,096 | $3,264-5.2% | $3,023+2.4% | $4,753-34.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $927 | $6,406-85.5% | $5,613-83.5% | $11,407-91.9% |