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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 | $14,192 | $125,778-88.7% | $114,563-87.6% | $154,746-90.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.9%-1.5pp | 80.7%-9.3pp |
| Annual return | 4.35% | 295.14%-290.8pp | 241.09%-236.7pp | 172.34%-168.0pp |
| Employer contribution / active EE | $854 | $2,806-69.6% | $2,592-67.1% | $4,379-80.5% |
| Participant deferral / active EE | $1,870 | $4,445-57.9% | $4,142-54.8% | $6,730-72.2% |
| Admin fee / account holder | $2,668 | $8,190-67.4% | $7,623-65.0% | $14,365-81.4% |