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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 | $41,725 | $109,830-62.0% | $98,452-57.6% | $167,497-75.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.71% | 1957.04%-1948.3pp | 1492.96%-1484.2pp | 478.62%-469.9pp |
| Employer contribution / active EE | $2,509 | $3,224-22.2% | $2,960-15.3% | $4,838-48.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,006 | $6,751-70.3% | $5,948-66.3% | $12,310-83.7% |