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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 | $5,827 | $88,815-93.4% | $81,882-92.9% | $145,897-96.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.67% | 1033.75%-1030.1pp | 779.47%-775.8pp | 552.29%-548.6pp |
| Employer contribution / active EE | $1,738 | $3,086-43.7% | $2,916-40.4% | $4,663-62.7% |
| Participant deferral / active EE | $4,742 | $4,647+2.0% | $4,323+9.7% | $6,689-29.1% |
| Admin fee / account holder | $355 | $8,434-95.8% | $7,360-95.2% | $13,390-97.3% |