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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 | $20,839 | $109,872-81.0% | $98,483-78.8% | $167,536-87.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.47% | 1959.31%-1957.8pp | 1494.38%-1492.9pp | 478.82%-477.3pp |
| Employer contribution / active EE | $7,375 | $3,225+128.7% | $2,961+149.1% | $4,839+52.4% |
| Participant deferral / active EE | $3,915 | $4,673-16.2% | $4,276-8.4% | $6,342-38.3% |
| Admin fee / account holder | $578 | $6,757-91.4% | $5,953-90.3% | $12,315-95.3% |