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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 | $38,652 | $57,312-32.6% | $86,617-55.4% | $75,181-48.6% |
| Participation rate | 75.9% | 63.2%+12.7pp | 71.7%+4.2pp | 67.2%+8.7pp |
| Annual return | 10.42% | 2672.78%-2662.4pp | 591.91%-581.5pp | 160.69%-150.3pp |
| Employer contribution / active EE | $3,935 | $2,315+69.9% | $3,023+30.1% | $2,671+47.3% |
| Participant deferral / active EE | $4,390 | $3,319+32.3% | $4,437-1.1% | $4,126+6.4% |
| Admin fee / account holder | $3,723 | $4,114-9.5% | $5,613-33.7% | $5,650-34.1% |