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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 | $10,536 | $72,071-85.4% | $68,368-84.6% | $137,256-92.3% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 4.85% | 353.14%-348.3pp | 292.57%-287.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $1,368 | $2,788-50.9% | $2,649-48.4% | $4,156-67.1% |
| Participant deferral / active EE | $815 | $4,410-81.5% | $4,123-80.2% | $6,407-87.3% |
| Admin fee / account holder | $4,260 | $5,336-20.2% | $5,150-17.3% | $12,270-65.3% |