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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 | $25,330 | $100,938-74.9% | $90,461-72.0% | $158,982-84.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 4.69% | 1727.20%-1722.5pp | 1294.76%-1290.1pp | 302.99%-298.3pp |
| Employer contribution / active EE | $908 | $3,691-75.4% | $3,264-72.2% | $4,763-80.9% |
| Participant deferral / active EE | $1,674 | $4,350-61.5% | $3,964-57.8% | $5,983-72.0% |
| Admin fee / account holder | $3,597 | $6,510-44.7% | $5,617-36.0% | $11,252-68.0% |