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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 | $42,226 | $58,234-27.5% | $81,783-48.4% | $80,874-47.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 9.93% | 41.70%-31.8pp | 775.05%-765.1pp | 35.62%-25.7pp |
| Employer contribution / active EE | $6,962 | $2,341+197.3% | $2,913+139.0% | $2,756+152.6% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,611 | $4,982+52.8% | $7,380+3.1% | $6,935+9.7% |