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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 | $169,361-91.9% | $129,397-89.4% | $145,877-90.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.11% | 14395.54%-14388.4pp | 9453.98%-9446.9pp | 551.28%-544.2pp |
| Employer contribution / active EE | $5,476 | $5,542-1.2% | $4,154+31.8% | $4,663+17.4% |
| Participant deferral / active EE | $2,409 | $4,987-51.7% | $4,167-42.2% | $6,691-64.0% |
| Admin fee / account holder | $574 | $9,903-94.2% | $7,679-92.5% | $13,402-95.7% |