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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 | $25,065 | $99,031-74.7% | $86,597-71.1% | $147,585-83.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.00% | 1312.56%-1305.6pp | 964.96%-958.0pp | 578.57%-571.6pp |
| Employer contribution / active EE | $1,711 | $3,132-45.4% | $2,840-39.7% | $4,876-64.9% |
| Participant deferral / active EE | $1,806 | $3,972-54.5% | $3,609-49.9% | $5,439-66.8% |
| Admin fee / account holder | $3,230 | $5,711-43.4% | $4,906-34.2% | $10,885-70.3% |