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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 | $8,248 | $88,815-90.7% | $81,882-89.9% | $145,897-94.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.23% | 1033.75%-1026.5pp | 779.47%-772.2pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,013 | $3,086-67.2% | $2,916-65.3% | $4,663-78.3% |
| Participant deferral / active EE | $2,685 | $4,647-42.2% | $4,323-37.9% | $6,689-59.9% |
| Admin fee / account holder | $462 | $8,434-94.5% | $7,360-93.7% | $13,390-96.6% |