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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 | $14,903 | $96,643-84.6% | $86,617-82.8% | $139,456-89.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.31% | 106.57%-99.3pp | 591.91%-584.6pp | 373.45%-366.1pp |
| Employer contribution / active EE | $1,333 | $3,264-59.2% | $3,023-55.9% | $4,753-71.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $478 | $6,406-92.5% | $5,613-91.5% | $11,407-95.8% |