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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 | $43,125 | $166,242-74.1% | $165,071-73.9% | $145,884-70.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.33% | 100.44%-92.1pp | 70.17%-61.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,750 | $5,283-66.9% | $4,347-59.7% | $4,662-62.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,112 | $16,658-33.3% | $12,695-12.5% | $13,392-17.0% |