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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 | $68,916 | $175,231-60.7% | $149,696-54.0% | $139,466-50.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 4.04% | 166.77%-162.7pp | 134.46%-130.4pp | 373.66%-369.6pp |
| Employer contribution / active EE | $16,319 | $5,478+197.9% | $4,821+238.5% | $4,754+243.3% |
| Participant deferral / active EE | $11,643 | $6,521+78.5% | $5,682+104.9% | $6,712+73.5% |
| Admin fee / account holder | $57,650 | $16,155+256.9% | $13,212+336.3% | $11,409+405.3% |