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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 | $34,434 | $124,175-72.3% | $108,405-68.2% | $167,536-79.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.17% | 1380.13%-1376.0pp | 905.55%-901.4pp | 478.82%-474.6pp |
| Employer contribution / active EE | $1,578 | $4,188-62.3% | $3,559-55.7% | $4,839-67.4% |
| Participant deferral / active EE | $7,972 | $6,908+15.4% | $6,563+21.5% | $6,342+25.7% |
| Admin fee / account holder | $810 | $9,457-91.4% | $7,297-88.9% | $12,315-93.4% |