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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 | $72,071-72.7% | $68,368-71.2% | $137,256-85.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.08% | 353.14%-349.1pp | 292.57%-288.5pp | 220.34%-216.3pp |
| Employer contribution / active EE | $5,808 | $2,788+108.3% | $2,649+119.2% | $4,156+39.7% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $32,149 | $5,336+502.5% | $5,150+524.3% | $12,270+162.0% |