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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 | $79,481 | $63,346+25.5% | $92,240-13.8% | $70,126+13.3% |
| Participation rate | 98.1% | 68.7%+29.5pp | 76.5%+21.7pp | 69.5%+28.6pp |
| Annual return | 12.23% | 530.19%-518.0pp | 176.29%-164.1pp | 73.15%-60.9pp |
| Employer contribution / active EE | $926 | $2,471-62.5% | $3,680-74.8% | $2,343-60.5% |
| Participant deferral / active EE | $4,166 | $2,854+46.0% | $3,897+6.9% | $3,332+25.0% |
| Admin fee / account holder | $900 | $3,841-76.6% | $5,194-82.7% | $4,645-80.6% |