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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 | $90,498 | $109,872-17.6% | $98,483-8.1% | $167,536-46.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.66% | 1959.31%-1950.7pp | 1494.38%-1485.7pp | 478.82%-470.2pp |
| Employer contribution / active EE | $1,794 | $3,225-44.4% | $2,961-39.4% | $4,839-62.9% |
| Participant deferral / active EE | $13,522 | $4,673+189.3% | $4,276+216.2% | $6,342+113.2% |
| Admin fee / account holder | $1,305 | $6,757-80.7% | $5,953-78.1% | $12,315-89.4% |