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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 | $33,773 | $180,749-81.3% | $160,784-79.0% | $137,256-75.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.23% | 2234.46%-2224.2pp | 1803.92%-1793.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,589 | $4,155-61.8% | $3,733-57.4% | $4,156-61.8% |
| Participant deferral / active EE | $6,958 | $6,844+1.7% | $6,293+10.6% | $6,407+8.6% |
| Admin fee / account holder | $1,760 | $10,397-83.1% | $9,717-81.9% | $12,270-85.7% |