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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 | $14,609 | $156,963-90.7% | $121,204-87.9% | $139,466-89.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.83% | 1476.75%-1467.9pp | 987.18%-978.4pp | 373.66%-364.8pp |
| Employer contribution / active EE | $648 | $5,544-88.3% | $4,170-84.5% | $4,754-86.4% |
| Participant deferral / active EE | $1,412 | $4,848-70.9% | $4,083-65.4% | $6,712-79.0% |
| Admin fee / account holder | $448 | $6,953-93.6% | $5,651-92.1% | $11,409-96.1% |