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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 | $69,161 | $58,311+18.6% | $81,882-15.5% | $80,959-14.6% |
| Participation rate | 97.8% | 63.5%+34.3pp | 72.4%+25.4pp | 67.7%+30.2pp |
| Annual return | 10.81% | 41.85%-31.0pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,910 | $2,347+66.6% | $2,916+34.1% | $2,757+41.8% |
| Participant deferral / active EE | $3,397 | $3,287+3.4% | $4,323-21.4% | $4,300-21.0% |
| Admin fee / account holder | $4,138 | $4,752-12.9% | $7,360-43.8% | $6,925-40.2% |