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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 | $64,974 | $72,071-9.8% | $68,368-5.0% | $137,256-52.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 12.17% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,434 | $2,788+94.9% | $2,649+105.2% | $4,156+30.8% |
| Participant deferral / active EE | $6,333 | $4,410+43.6% | $4,123+53.6% | $6,407-1.2% |
| Admin fee / account holder | $3,856 | $5,336-27.7% | $5,150-25.1% | $12,270-68.6% |