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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 | $32,986 | $70,366-53.1% | $66,674-50.5% | $138,895-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.22% | 386.41%-375.2pp | 321.24%-310.0pp | 145.39%-134.2pp |
| Employer contribution / active EE | $600 | $2,765-78.3% | $2,620-77.1% | $4,194-85.7% |
| Participant deferral / active EE | $600 | $4,374-86.3% | $4,084-85.3% | $6,396-90.6% |
| Admin fee / account holder | $3,842 | $5,262-27.0% | $5,098-24.6% | $12,562-69.4% |