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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 | $88,815-85.5% | $81,882-84.3% | $145,897-91.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.69% | 1033.75%-1029.1pp | 779.47%-774.8pp | 552.29%-547.6pp |
| Employer contribution / active EE | $1,349 | $3,086-56.3% | $2,916-53.7% | $4,663-71.1% |
| Participant deferral / active EE | $4,073 | $4,647-12.4% | $4,323-5.8% | $6,689-39.1% |
| Admin fee / account holder | $1,272 | $8,434-84.9% | $7,360-82.7% | $13,390-90.5% |