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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 | $9,183 | $102,595-91.0% | $94,057-90.2% | $154,746-94.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.00% | 583.42%-578.4pp | 480.62%-475.6pp | 172.34%-167.3pp |
| Employer contribution / active EE | $6,167 | $3,147+95.9% | $2,933+110.2% | $4,379+40.8% |
| Participant deferral / active EE | $2,208 | $5,118-56.9% | $4,709-53.1% | $6,730-67.2% |
| Admin fee / account holder | $47,163 | $7,736+509.7% | $7,244+551.0% | $14,365+228.3% |