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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 | $25,823 | $100,139-74.2% | $85,187-69.7% | $145,884-82.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.40% | 84.15%-77.7pp | 66.67%-60.3pp | 551.85%-545.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,664 | $5,296-30.8% | $4,525-19.0% | $6,690-45.2% |
| Admin fee / account holder | $28,835 | $7,262+297.1% | $6,162+368.0% | $13,392+115.3% |