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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 | $71,014 | $72,071-1.5% | $68,368+3.9% | $137,256-48.3% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 12.78% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,881 | $2,788-32.5% | $2,649-29.0% | $4,156-54.7% |
| Participant deferral / active EE | $3,408 | $4,410-22.7% | $4,123-17.3% | $6,407-46.8% |
| Admin fee / account holder | $472 | $5,336-91.1% | $5,150-90.8% | $12,270-96.1% |