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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 | $13,682 | $169,356-91.9% | $129,406-89.4% | $145,897-90.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.11% | 14418.62%-14411.5pp | 9468.18%-9461.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $5,476 | $5,542-1.2% | $4,155+31.8% | $4,663+17.5% |
| Participant deferral / active EE | $2,409 | $4,987-51.7% | $4,167-42.2% | $6,689-64.0% |
| Admin fee / account holder | $574 | $9,915-94.2% | $7,689-92.5% | $13,390-95.7% |