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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 | $17,683 | $68,097-74.0% | $62,929-71.9% | $137,256-87.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.66% | 1859.11%-1848.5pp | 1063.93%-1053.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,572 | $2,811-44.1% | $2,505-37.2% | $4,156-62.2% |
| Participant deferral / active EE | $2,312 | $4,553-49.2% | $3,888-40.5% | $6,407-63.9% |
| Admin fee / account holder | $381 | $6,521-94.2% | $5,065-92.5% | $12,270-96.9% |