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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 | $21,344 | $88,815-76.0% | $81,882-73.9% | $145,897-85.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.87% | 1033.75%-1030.9pp | 779.47%-776.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $4,225 | $3,086+36.9% | $2,916+44.9% | $4,663-9.4% |
| Participant deferral / active EE | $3,229 | $4,647-30.5% | $4,323-25.3% | $6,689-51.7% |
| Admin fee / account holder | $38,782 | $8,434+359.8% | $7,360+427.0% | $13,390+189.6% |