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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 | $88,815-84.6% | $81,882-83.3% | $145,897-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.25% | 1033.75%-1024.5pp | 779.47%-770.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,889 | $3,086-38.8% | $2,916-35.2% | $4,663-59.5% |
| Participant deferral / active EE | $6,773 | $4,647+45.7% | $4,323+56.7% | $6,689+1.3% |
| Admin fee / account holder | $383 | $8,434-95.5% | $7,360-94.8% | $13,390-97.1% |