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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 | $85,923 | $169,336-49.3% | $129,384-33.6% | $145,884-41.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.00% | 14408.70%-14404.7pp | 9461.77%-9457.8pp | 551.85%-547.8pp |
| Employer contribution / active EE | $875 | $5,540-84.2% | $4,153-78.9% | $4,662-81.2% |
| Participant deferral / active EE | $15,851 | $4,985+218.0% | $4,166+280.5% | $6,690+136.9% |
| Admin fee / account holder | $431 | $9,912-95.7% | $7,686-94.4% | $13,392-96.8% |