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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 | $21,581 | $118,877-81.8% | $96,570-77.7% | $167,536-87.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.47% | 50.50%-43.0pp | 37.79%-30.3pp | 478.82%-471.3pp |
| Employer contribution / active EE | $750 | $3,121-76.0% | $2,357-68.2% | $4,839-84.5% |
| Participant deferral / active EE | $1,488 | $4,617-67.8% | $3,849-61.3% | $6,342-76.5% |
| Admin fee / account holder | $869 | $8,069-89.2% | $6,182-85.9% | $12,315-92.9% |