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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 | $15,043 | $76,368-80.3% | $67,681-77.8% | $154,746-90.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 6.82% | 1066.77%-1060.0pp | 590.58%-583.8pp | 172.34%-165.5pp |
| Employer contribution / active EE | $1,531 | $3,151-51.4% | $2,678-42.8% | $4,379-65.0% |
| Participant deferral / active EE | $3,102 | $4,824-35.7% | $3,976-22.0% | $6,730-53.9% |
| Admin fee / account holder | $9,936 | $8,559+16.1% | $6,100+62.9% | $14,365-30.8% |