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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 | $48,754 | $114,093-57.3% | $96,171-49.3% | $167,536-70.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.41% | 190.00%-184.6pp | 192.04%-186.6pp | 478.82%-473.4pp |
| Employer contribution / active EE | $2,385 | $3,429-30.5% | $2,799-14.8% | $4,839-50.7% |
| Participant deferral / active EE | $2,385 | $5,197-54.1% | $4,350-45.2% | $6,342-62.4% |
| Admin fee / account holder | $490 | $6,899-92.9% | $5,538-91.2% | $12,315-96.0% |