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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 | $5,394 | $72,396-92.5% | $67,511-92.0% | $145,959-96.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.77% | 7194.07%-7187.3pp | 3517.41%-3510.6pp | 561.95%-555.2pp |
| Employer contribution / active EE | $567 | $3,071-81.5% | $2,733-79.2% | $4,661-87.8% |
| Participant deferral / active EE | $3,879 | $4,781-18.9% | $4,000-3.0% | $6,689-42.0% |
| Admin fee / account holder | $4,101 | $5,538-25.9% | $3,999+2.6% | $13,398-69.4% |