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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 | $32,634 | $88,778-63.2% | $81,844-60.1% | $145,884-77.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.66% | 1033.03%-1029.4pp | 778.87%-775.2pp | 551.85%-548.2pp |
| Employer contribution / active EE | $844 | $3,087-72.7% | $2,916-71.1% | $4,662-81.9% |
| Participant deferral / active EE | $844 | $4,648-81.8% | $4,323-80.5% | $6,690-87.4% |
| Admin fee / account holder | $415 | $8,430-95.1% | $7,355-94.4% | $13,392-96.9% |