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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 | $13,666 | $68,097-79.9% | $62,929-78.3% | $137,256-90.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.62% | 1859.11%-1850.5pp | 1063.93%-1055.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,738 | $2,811-38.2% | $2,505-30.6% | $4,156-58.2% |
| Participant deferral / active EE | $2,433 | $4,553-46.6% | $3,888-37.4% | $6,407-62.0% |
| Admin fee / account holder | $1,936 | $6,521-70.3% | $5,065-61.8% | $12,270-84.2% |