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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 | $37,750 | $73,546-48.7% | $63,018-40.1% | $147,586-74.4% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.8%+9.8pp | 82.8%+1.8pp |
| Annual return | 8.17% | 175.56%-167.4pp | 87.62%-79.5pp | 578.59%-570.4pp |
| Employer contribution / active EE | $4,384 | $3,324+31.9% | $2,761+58.8% | $4,876-10.1% |
| Participant deferral / active EE | $3,243 | $4,185-22.5% | $3,330-2.6% | $5,439-40.4% |
| Admin fee / account holder | $991 | $5,956-83.4% | $3,601-72.5% | $10,886-90.9% |