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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 | $3,928 | $72,071-94.5% | $68,368-94.3% | $137,256-97.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.08% | 353.14%-341.1pp | 292.57%-280.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,080 | $2,788-61.3% | $2,649-59.2% | $4,156-74.0% |
| Participant deferral / active EE | $900 | $4,410-79.6% | $4,123-78.2% | $6,407-86.0% |
| Admin fee / account holder | $6,250 | $5,336+17.1% | $5,150+21.4% | $12,270-49.1% |