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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 | $57,305+33.4% | $86,640-11.8% | $75,173+1.7% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 13.48% | 2674.24%-2660.8pp | 592.52%-579.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $4,436 | $2,316+91.5% | $3,024+46.7% | $2,671+66.1% |
| Participant deferral / active EE | $4,315 | $3,320+30.0% | $4,438-2.8% | $4,126+4.6% |
| Admin fee / account holder | $451 | $4,116-89.0% | $5,616-92.0% | $5,651-92.0% |