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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 | $23,558 | $73,546-68.0% | $63,018-62.6% | $147,586-84.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.25% | 175.56%-171.3pp | 87.62%-83.4pp | 578.59%-574.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,175 | $4,185+71.5% | $3,330+115.5% | $5,439+31.9% |
| Admin fee / account holder | $13,252 | $5,956+122.5% | $3,601+268.0% | $10,886+21.7% |