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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 | $32,097 | $202,463-84.1% | $169,397-81.1% | $139,487-77.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 1.13% | 532.64%-531.5pp | 406.23%-405.1pp | 373.84%-372.7pp |
| Employer contribution / active EE | $2,330 | $4,694-50.4% | $4,013-41.9% | $4,755-51.0% |
| Participant deferral / active EE | $7,500 | $6,941+8.1% | $6,223+20.5% | $6,713+11.7% |
| Admin fee / account holder | $520 | $10,726-95.2% | $9,017-94.2% | $11,407-95.4% |