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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 | $19,704 | $102,595-80.8% | $94,057-79.1% | $154,746-87.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 4.08% | 583.42%-579.3pp | 480.62%-476.5pp | 172.34%-168.3pp |
| Employer contribution / active EE | $5,808 | $3,147+84.5% | $2,933+98.0% | $4,379+32.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $32,149 | $7,736+315.6% | $7,244+343.8% | $14,365+123.8% |