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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 | $69,843 | $68,097+2.6% | $62,929+11.0% | $137,256-49.1% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.0%+1.9pp |
| Annual return | 10.12% | 1859.11%-1849.0pp | 1063.93%-1053.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,643 | $2,811+29.6% | $2,505+45.5% | $4,156-12.3% |
| Participant deferral / active EE | $1,569 | $4,553-65.5% | $3,888-59.7% | $6,407-75.5% |
| Admin fee / account holder | $2,204 | $6,521-66.2% | $5,065-56.5% | $12,270-82.0% |