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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 | $15,461 | $72,465-78.7% | $67,575-77.1% | $145,884-89.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.63% | 7222.56%-7214.9pp | 3528.98%-3521.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,269 | $3,074-26.2% | $2,736-17.1% | $4,662-51.3% |
| Participant deferral / active EE | $2,230 | $4,786-53.4% | $4,003-44.3% | $6,690-66.7% |
| Admin fee / account holder | $4,254 | $5,515-22.9% | $3,993+6.5% | $13,392-68.2% |