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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 | $58,234-83.9% | $81,783-88.6% | $80,874-88.4% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.4%+7.6pp | 67.6%+12.4pp |
| Annual return | 7.19% | 41.70%-34.5pp | 775.05%-767.9pp | 35.62%-28.4pp |
| Employer contribution / active EE | $467 | $2,341-80.1% | $2,913-84.0% | $2,756-83.1% |
| Participant deferral / active EE | $1,169 | $3,283-64.4% | $4,320-72.9% | $4,297-72.8% |
| Admin fee / account holder | $4,556 | $4,982-8.6% | $7,380-38.3% | $6,935-34.3% |