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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 | $15,716 | $99,031-84.1% | $86,597-81.9% | $147,585-89.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.14% | 1312.56%-1305.4pp | 964.96%-957.8pp | 578.57%-571.4pp |
| Employer contribution / active EE | $1,006 | $3,132-67.9% | $2,840-64.6% | $4,876-79.4% |
| Participant deferral / active EE | $1,225 | $3,972-69.2% | $3,609-66.1% | $5,439-77.5% |
| Admin fee / account holder | $48,231 | $5,711+744.6% | $4,906+883.2% | $10,885+343.1% |