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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 | $2,597 | $70,366-96.3% | $66,674-96.1% | $138,895-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.50% | 386.41%-375.9pp | 321.24%-310.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $971 | $2,765-64.9% | $2,620-63.0% | $4,194-76.9% |
| Participant deferral / active EE | $1,030 | $4,374-76.5% | $4,084-74.8% | $6,396-83.9% |
| Admin fee / account holder | $4,409 | $5,262-16.2% | $5,098-13.5% | $12,562-64.9% |