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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 | $8,460 | $88,815-90.5% | $81,882-89.7% | $145,897-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.70% | 1033.75%-1025.0pp | 779.47%-770.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,176 | $3,086-61.9% | $2,916-59.7% | $4,663-74.8% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $708 | $8,434-91.6% | $7,360-90.4% | $13,390-94.7% |