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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 | $17,839 | $96,691-81.6% | $86,656-79.4% | $139,487-87.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.27% | 106.87%-98.6pp | 593.09%-584.8pp | 373.84%-365.6pp |
| Employer contribution / active EE | $2,082 | $3,267-36.3% | $3,025-31.2% | $4,755-56.2% |
| Participant deferral / active EE | $1,901 | $4,838-60.7% | $4,439-57.2% | $6,713-71.7% |
| Admin fee / account holder | $1,255 | $6,414-80.4% | $5,619-77.7% | $11,407-89.0% |