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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 | $21,104 | $58,927-64.2% | $76,823-72.5% | $72,983-71.1% |
| Participation rate | 78.1% | 67.3%+10.7pp | 72.1%+6.0pp | 69.5%+8.6pp |
| Annual return | 4.38% | 2305.64%-2301.3pp | 1166.42%-1162.0pp | 81.01%-76.6pp |
| Employer contribution / active EE | $621 | $1,787-65.2% | $2,302-73.0% | $2,440-74.5% |
| Participant deferral / active EE | $1,197 | $2,690-55.5% | $3,336-64.1% | $3,608-66.8% |
| Admin fee / account holder | $1,607 | $4,013-59.9% | $6,422-75.0% | $5,124-68.6% |