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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 | $63,816 | $60,139+6.1% | $90,461-29.5% | $79,856-20.1% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 3.56% | 71.96%-68.4pp | 1294.76%-1291.2pp | 31.71%-28.2pp |
| Employer contribution / active EE | $4,067 | $2,069+96.6% | $3,264+24.6% | $2,471+64.6% |
| Participant deferral / active EE | $5,433 | $2,939+84.9% | $3,964+37.0% | $3,741+45.2% |
| Admin fee / account holder | $4,809 | $3,978+20.9% | $5,617-14.4% | $5,306-9.4% |