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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 | $76,368-82.1% | $67,681-79.8% | $154,746-91.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.62% | 1066.77%-1058.1pp | 590.58%-582.0pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,738 | $3,151-44.9% | $2,678-35.1% | $4,379-60.3% |
| Participant deferral / active EE | $2,433 | $4,824-49.6% | $3,976-38.8% | $6,730-63.9% |
| Admin fee / account holder | $1,936 | $8,559-77.4% | $6,100-68.3% | $14,365-86.5% |