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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 | $69,481 | $70,366-1.3% | $66,674+4.2% | $138,895-50.0% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.7%+4.9pp | 79.9%-1.3pp |
| Annual return | 12.71% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $6,054 | $2,765+119.0% | $2,620+131.1% | $4,194+44.4% |
| Participant deferral / active EE | $2,632 | $4,374-39.8% | $4,084-35.6% | $6,396-58.8% |
| Admin fee / account holder | $539 | $5,262-89.8% | $5,098-89.4% | $12,562-95.7% |