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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 | $51,329 | $72,071-28.8% | $68,368-24.9% | $137,256-62.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.37% | 353.14%-343.8pp | 292.57%-283.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,695 | $2,788-39.2% | $2,649-36.0% | $4,156-59.2% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,167 | $5,336+240.5% | $5,150+252.8% | $12,270+48.1% |