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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 | $31,554 | $88,754-64.4% | $81,820-61.4% | $145,877-78.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.72% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,526 | $3,085-18.1% | $2,915-13.3% | $4,663-45.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,912 | $8,424+65.2% | $7,391+88.2% | $13,402+3.8% |