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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 | $57,377 | $102,696-44.1% | $86,235-33.5% | $139,487-58.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.63% | 1925.91%-1918.3pp | 1170.03%-1162.4pp | 373.84%-366.2pp |
| Employer contribution / active EE | $1,699 | $3,034-44.0% | $2,381-28.6% | $4,755-64.3% |
| Participant deferral / active EE | $4,019 | $4,679-14.1% | $3,987+0.8% | $6,713-40.1% |
| Admin fee / account holder | $422 | $8,667-95.1% | $6,856-93.8% | $11,407-96.3% |