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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 | $16,543 | $88,815-81.4% | $81,882-79.8% | $145,897-88.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.05% | 1033.75%-1030.7pp | 779.47%-776.4pp | 552.29%-549.2pp |
| Employer contribution / active EE | $3,378 | $3,086+9.4% | $2,916+15.8% | $4,663-27.6% |
| Participant deferral / active EE | $8,041 | $4,647+73.0% | $4,323+86.0% | $6,689+20.2% |
| Admin fee / account holder | $1,547 | $8,434-81.7% | $7,360-79.0% | $13,390-88.4% |