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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 | $88,754-90.7% | $81,820-89.9% | $145,877-94.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.23% | 1031.77%-1024.5pp | 777.93%-770.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,013 | $3,085-67.2% | $2,915-65.2% | $4,663-78.3% |
| Participant deferral / active EE | $2,685 | $4,648-42.2% | $4,323-37.9% | $6,691-59.9% |
| Admin fee / account holder | $462 | $8,424-94.5% | $7,391-93.8% | $13,402-96.6% |