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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 | $14,615 | $109,863-86.7% | $98,477-85.2% | $167,518-91.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.43% | 1958.09%-1951.7pp | 1493.59%-1487.2pp | 478.71%-472.3pp |
| Employer contribution / active EE | $1,681 | $3,225-47.9% | $2,961-43.2% | $4,838-65.3% |
| Participant deferral / active EE | $1,681 | $4,673-64.0% | $4,276-60.7% | $6,342-73.5% |
| Admin fee / account holder | $7,861 | $6,755+16.4% | $5,951+32.1% | $12,312-36.2% |