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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 | $66,797 | $70,121-4.7% | $63,803+4.7% | $138,895-51.9% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 6.79% | 946.48%-939.7pp | 543.72%-536.9pp | 145.39%-138.6pp |
| Employer contribution / active EE | $2,085 | $2,882-27.7% | $2,532-17.7% | $4,194-50.3% |
| Participant deferral / active EE | $11,319 | $4,535+149.6% | $3,843+194.5% | $6,396+77.0% |
| Admin fee / account holder | $534 | $6,738-92.1% | $5,196-89.7% | $12,562-95.7% |