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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 | $10,784 | $88,815-87.9% | $81,882-86.8% | $145,897-92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.48% | 1033.75%-1032.3pp | 779.47%-778.0pp | 552.29%-550.8pp |
| Employer contribution / active EE | $1,560 | $3,086-49.5% | $2,916-46.5% | $4,663-66.5% |
| Participant deferral / active EE | $3,928 | $4,647-15.5% | $4,323-9.1% | $6,689-41.3% |
| Admin fee / account holder | $1,424 | $8,434-83.1% | $7,360-80.7% | $13,390-89.4% |