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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 | $47,046 | $96,691-51.3% | $86,656-45.7% | $139,487-66.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.24% | 106.87%-98.6pp | 593.09%-584.8pp | 373.84%-365.6pp |
| Employer contribution / active EE | $6,523 | $3,267+99.7% | $3,025+115.6% | $4,755+37.2% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,110 | $6,414+26.4% | $5,619+44.3% | $11,407-28.9% |