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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 | $10,220 | $96,691-89.4% | $86,656-88.2% | $139,487-92.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.15% | 106.87%-101.7pp | 593.09%-587.9pp | 373.84%-368.7pp |
| Employer contribution / active EE | $2,857 | $3,267-12.5% | $3,025-5.6% | $4,755-39.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,937 | $6,414+39.3% | $5,619+59.1% | $11,407-21.7% |