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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 | $19,940 | $90,530-78.0% | $76,030-73.8% | $145,897-86.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.47% | 625.08%-621.6pp | 361.54%-358.1pp | 552.29%-548.8pp |
| Employer contribution / active EE | $2,136 | $3,319-35.7% | $2,688-20.5% | $4,663-54.2% |
| Participant deferral / active EE | $2,221 | $5,164-57.0% | $4,257-47.8% | $6,689-66.8% |
| Admin fee / account holder | $893 | $8,383-89.3% | $6,421-86.1% | $13,390-93.3% |