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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 | $88,710-93.4% | $81,783-92.9% | $145,959-96.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.67% | 1027.26%-1023.6pp | 775.05%-771.4pp | 561.95%-558.3pp |
| Employer contribution / active EE | $1,738 | $3,083-43.6% | $2,913-40.3% | $4,661-62.7% |
| Participant deferral / active EE | $4,742 | $4,645+2.1% | $4,320+9.8% | $6,689-29.1% |
| Admin fee / account holder | $355 | $8,407-95.8% | $7,380-95.2% | $13,398-97.3% |