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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 | $59,721 | $57,305+4.2% | $86,640-31.1% | $75,173-20.6% |
| Participation rate | 77.3% | 63.2%+14.1pp | 71.7%+5.6pp | 67.2%+10.1pp |
| Annual return | 13.12% | 2674.24%-2661.1pp | 592.52%-579.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $2,779 | $2,316+20.0% | $3,024-8.1% | $2,671+4.1% |
| Participant deferral / active EE | $2,765 | $3,320-16.7% | $4,438-37.7% | $4,126-33.0% |
| Admin fee / account holder | $21,475 | $4,116+421.8% | $5,616+282.4% | $5,651+280.1% |