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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 | $76,435 | $57,312+33.4% | $86,617-11.8% | $75,181+1.7% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 13.48% | 2672.78%-2659.3pp | 591.91%-578.4pp | 160.69%-147.2pp |
| Employer contribution / active EE | $4,436 | $2,315+91.6% | $3,023+46.7% | $2,671+66.1% |
| Participant deferral / active EE | $4,315 | $3,319+30.0% | $4,437-2.7% | $4,126+4.6% |
| Admin fee / account holder | $451 | $4,114-89.0% | $5,613-92.0% | $5,650-92.0% |