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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 | $70,366-7.7% | $66,674-2.5% | $138,895-53.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 12.17% | 386.41%-374.2pp | 321.24%-309.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $5,434 | $2,765+96.5% | $2,620+107.4% | $4,194+29.6% |
| Participant deferral / active EE | $6,333 | $4,374+44.8% | $4,084+55.1% | $6,396-1.0% |
| Admin fee / account holder | $3,856 | $5,262-26.7% | $5,098-24.4% | $12,562-69.3% |