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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 | $29,109 | $88,778-67.2% | $81,844-64.4% | $145,884-80.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.42% | 1033.03%-1026.6pp | 778.87%-772.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,723 | $3,087-44.2% | $2,916-40.9% | $4,662-63.0% |
| Participant deferral / active EE | $3,698 | $4,648-20.4% | $4,323-14.5% | $6,690-44.7% |
| Admin fee / account holder | $533 | $8,430-93.7% | $7,355-92.8% | $13,392-96.0% |