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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 | $16,113 | $99,009-83.7% | $86,581-81.4% | $147,585-89.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.80% | 1312.70%-1304.9pp | 965.06%-957.3pp | 578.58%-570.8pp |
| Employer contribution / active EE | $1,974 | $3,132-37.0% | $2,840-30.5% | $4,876-59.5% |
| Participant deferral / active EE | $1,937 | $3,972-51.3% | $3,609-46.3% | $5,439-64.4% |
| Admin fee / account holder | $9,147 | $5,709+60.2% | $4,904+86.5% | $10,886-16.0% |