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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 | $9,359 | $58,275-83.9% | $81,844-88.6% | $80,935-88.4% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.4%+7.6pp | 67.7%+12.3pp |
| Annual return | 7.19% | 41.82%-34.6pp | 778.87%-771.7pp | 35.66%-28.5pp |
| Employer contribution / active EE | $467 | $2,346-80.1% | $2,916-84.0% | $2,757-83.1% |
| Participant deferral / active EE | $1,169 | $3,285-64.4% | $4,323-73.0% | $4,299-72.8% |
| Admin fee / account holder | $4,556 | $4,749-4.1% | $7,355-38.1% | $6,924-34.2% |