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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 | $12,887 | $88,710-85.5% | $81,783-84.2% | $145,959-91.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.69% | 1027.26%-1022.6pp | 775.05%-770.4pp | 561.95%-557.3pp |
| Employer contribution / active EE | $1,349 | $3,083-56.2% | $2,913-53.7% | $4,661-71.1% |
| Participant deferral / active EE | $4,073 | $4,645-12.3% | $4,320-5.7% | $6,689-39.1% |
| Admin fee / account holder | $1,272 | $8,407-84.9% | $7,380-82.8% | $13,398-90.5% |