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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 | $24,910 | $169,336-85.3% | $129,384-80.7% | $145,884-82.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.97% | 14408.70%-14401.7pp | 9461.77%-9454.8pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,718 | $5,540-50.9% | $4,153-34.6% | $4,662-41.7% |
| Participant deferral / active EE | $4,306 | $4,985-13.6% | $4,166+3.4% | $6,690-35.6% |
| Admin fee / account holder | $775 | $9,912-92.2% | $7,686-89.9% | $13,392-94.2% |