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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 | $47,408 | $100,139-52.7% | $85,187-44.3% | $145,884-67.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.36% | 84.15%-76.8pp | 66.67%-59.3pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,054 | $5,296-61.2% | $4,525-54.6% | $6,690-69.3% |
| Admin fee / account holder | $27,092 | $7,262+273.1% | $6,162+339.7% | $13,392+102.3% |