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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 | $21,530 | $100,895-78.7% | $90,430-76.2% | $158,950-86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.20% | 1725.54%-1720.3pp | 1293.73%-1288.5pp | 302.91%-297.7pp |
| Employer contribution / active EE | $1,231 | $3,689-66.6% | $3,262-62.3% | $4,762-74.2% |
| Participant deferral / active EE | $2,021 | $4,347-53.5% | $3,963-49.0% | $5,983-66.2% |
| Admin fee / account holder | $2,355 | $6,505-63.8% | $5,613-58.1% | $11,248-79.1% |