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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 | $76,368-81.7% | $67,681-79.4% | $154,746-91.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 6.73% | 1066.77%-1060.0pp | 590.58%-583.9pp | 172.34%-165.6pp |
| Employer contribution / active EE | $2,975 | $3,151-5.6% | $2,678+11.1% | $4,379-32.1% |
| Participant deferral / active EE | $1,612 | $4,824-66.6% | $3,976-59.4% | $6,730-76.0% |
| Admin fee / account holder | $16,916 | $8,559+97.6% | $6,100+177.3% | $14,365+17.8% |