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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 | $13,230 | $72,426-81.7% | $67,560-80.4% | $145,897-90.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.15% | 7226.78%-7217.6pp | 3533.50%-3524.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,909 | $3,074-37.9% | $2,737-30.2% | $4,663-59.1% |
| Participant deferral / active EE | $2,348 | $4,785-50.9% | $4,004-41.3% | $6,689-64.9% |
| Admin fee / account holder | $4,651 | $5,514-15.7% | $3,994+16.4% | $13,390-65.3% |