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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 | $17,396 | $88,815-80.4% | $81,882-78.8% | $145,897-88.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.29% | 1033.75%-1024.5pp | 779.47%-770.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,624 | $3,086-15.0% | $2,916-10.0% | $4,663-43.7% |
| Participant deferral / active EE | $2,290 | $4,647-50.7% | $4,323-47.0% | $6,689-65.8% |
| Admin fee / account holder | $2,035 | $8,434-75.9% | $7,360-72.4% | $13,390-84.8% |