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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 | $17,790 | $103,008-82.7% | $90,304-80.3% | $152,897-88.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.36% | 95.22%-85.9pp | 78.13%-68.8pp | 345.43%-336.1pp |
| Employer contribution / active EE | $4,496 | $3,139+43.2% | $2,855+57.5% | $4,764-5.6% |
| Participant deferral / active EE | $3,515 | $4,281-17.9% | $3,885-9.5% | $5,851-39.9% |
| Admin fee / account holder | $1,874 | $6,175-69.7% | $5,354-65.0% | $11,599-83.8% |