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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 | $11,559 | $169,336-93.2% | $129,384-91.1% | $145,884-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.40% | 14408.70%-14401.3pp | 9461.77%-9454.4pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,923 | $4,985-41.4% | $4,166-29.8% | $6,690-56.3% |
| Admin fee / account holder | $1,960 | $9,912-80.2% | $7,686-74.5% | $13,392-85.4% |