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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 | $72,446-92.6% | $67,561-92.0% | $145,877-96.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.77% | 7211.98%-7205.2pp | 3525.44%-3518.7pp | 551.28%-544.5pp |
| Employer contribution / active EE | $567 | $3,072-81.5% | $2,735-79.3% | $4,663-87.8% |
| Participant deferral / active EE | $3,879 | $4,785-18.9% | $4,003-3.1% | $6,691-42.0% |
| Admin fee / account holder | $4,101 | $5,541-26.0% | $4,006+2.4% | $13,402-69.4% |