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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 | $11,557 | $88,702-87.0% | $81,780-85.9% | $145,978-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.33% | 1029.12%-1020.8pp | 776.27%-767.9pp | 550.52%-542.2pp |
| Employer contribution / active EE | $997 | $3,084-67.7% | $2,914-65.8% | $4,662-78.6% |
| Participant deferral / active EE | $2,356 | $4,645-49.3% | $4,321-45.5% | $6,690-64.8% |
| Admin fee / account holder | $2,240 | $8,414-73.4% | $7,384-69.7% | $13,400-83.3% |