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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 | $72,864 | $57,312+27.1% | $86,617-15.9% | $75,181-3.1% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 10.60% | 2672.78%-2662.2pp | 591.91%-581.3pp | 160.69%-150.1pp |
| Employer contribution / active EE | $1,826 | $2,315-21.2% | $3,023-39.6% | $2,671-31.6% |
| Participant deferral / active EE | $3,459 | $3,319+4.2% | $4,437-22.0% | $4,126-16.2% |
| Admin fee / account holder | $4,388 | $4,114+6.7% | $5,613-21.8% | $5,650-22.3% |