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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 | $70,366+0.9% | $66,674+6.5% | $138,895-48.9% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.7%+20.8pp | 79.9%+14.5pp |
| Annual return | 12.78% | 386.41%-373.6pp | 321.24%-308.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,881 | $2,765-32.0% | $2,620-28.2% | $4,194-55.1% |
| Participant deferral / active EE | $3,408 | $4,374-22.1% | $4,084-16.5% | $6,396-46.7% |
| Admin fee / account holder | $472 | $5,262-91.0% | $5,098-90.7% | $12,562-96.2% |