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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 | $29,954 | $90,691-67.0% | $76,119-60.6% | $145,884-79.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 6.54% | 624.52%-618.0pp | 361.25%-354.7pp | 551.85%-545.3pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,024 | $5,167+345.6% | $4,259+440.6% | $6,690+244.2% |
| Admin fee / account holder | $66,406 | $8,383+692.2% | $6,421+934.1% | $13,392+395.9% |