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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 | $80,409 | $72,071+11.6% | $68,368+17.6% | $137,256-41.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 11.89% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,750 | $2,788+34.5% | $2,649+41.6% | $4,156-9.8% |
| Participant deferral / active EE | $2,673 | $4,410-39.4% | $4,123-35.2% | $6,407-58.3% |
| Admin fee / account holder | $19,531 | $5,336+266.0% | $5,150+279.3% | $12,270+59.2% |