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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 | $40,268 | $90,489-55.5% | $76,051-47.1% | $145,978-72.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.54% | 622.78%-619.2pp | 360.42%-356.9pp | 550.52%-547.0pp |
| Employer contribution / active EE | $685 | $3,319-79.4% | $2,690-74.5% | $4,662-85.3% |
| Participant deferral / active EE | $1,156 | $5,164-77.6% | $4,257-72.8% | $6,690-82.7% |
| Admin fee / account holder | $33,333 | $8,374+298.0% | $6,416+419.5% | $13,400+148.8% |