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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 | $73,421-9.0% | $66,439+0.5% | $155,188-57.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 74.5%+8.8pp | 80.8%+2.5pp |
| Annual return | 6.79% | 1382.37%-1375.6pp | 757.66%-750.9pp | 148.84%-142.0pp |
| Employer contribution / active EE | $2,085 | $3,039-31.4% | $2,637-20.9% | $4,248-50.9% |
| Participant deferral / active EE | $11,319 | $4,680+141.9% | $3,876+192.0% | $6,531+73.3% |
| Admin fee / account holder | $534 | $8,856-94.0% | $6,173-91.3% | $14,480-96.3% |