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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 | $13,970 | $68,097-79.5% | $62,929-77.8% | $137,256-89.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 6.73% | 1859.11%-1852.4pp | 1063.93%-1057.2pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,975 | $2,811+5.8% | $2,505+18.8% | $4,156-28.4% |
| Participant deferral / active EE | $1,612 | $4,553-64.6% | $3,888-58.5% | $6,407-74.8% |
| Admin fee / account holder | $16,916 | $6,521+159.4% | $5,065+234.0% | $12,270+37.9% |