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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 | $16,904 | $100,911-83.2% | $90,440-81.3% | $158,966-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.53% | 1726.62%-1724.1pp | 1294.38%-1291.9pp | 302.95%-300.4pp |
| Employer contribution / active EE | $1,964 | $3,690-46.8% | $3,263-39.8% | $4,762-58.8% |
| Participant deferral / active EE | $1,667 | $4,348-61.7% | $3,964-57.9% | $5,983-72.1% |
| Admin fee / account holder | $4,997 | $6,507-23.2% | $5,615-11.0% | $11,250-55.6% |