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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 | $5,988 | $72,426-91.7% | $67,560-91.1% | $145,897-95.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.43% | 7226.78%-7218.4pp | 3533.50%-3525.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,457 | $4,785-69.6% | $4,004-63.6% | $6,689-78.2% |
| Admin fee / account holder | $7,790 | $5,514+41.3% | $3,994+95.0% | $13,390-41.8% |