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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 | $13,714 | $88,754-84.5% | $81,820-83.2% | $145,877-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.25% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,889 | $3,085-38.8% | $2,915-35.2% | $4,663-59.5% |
| Participant deferral / active EE | $6,773 | $4,648+45.7% | $4,323+56.7% | $6,691+1.2% |
| Admin fee / account holder | $383 | $8,424-95.5% | $7,391-94.8% | $13,402-97.1% |