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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 | $32,058 | $72,071-55.5% | $68,368-53.1% | $137,256-76.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 12.28% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,867 | $2,788+38.7% | $2,649+46.0% | $4,156-6.9% |
| Participant deferral / active EE | $3,867 | $4,410-12.3% | $4,123-6.2% | $6,407-39.6% |
| Admin fee / account holder | $1,997 | $5,336-62.6% | $5,150-61.2% | $12,270-83.7% |