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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 | $55,360 | $72,071-23.2% | $68,368-19.0% | $137,256-59.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 12.92% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,967 | $2,788+78.2% | $2,649+87.5% | $4,156+19.5% |
| Participant deferral / active EE | $6,846 | $4,410+55.2% | $4,123+66.1% | $6,407+6.9% |
| Admin fee / account holder | $4,684 | $5,336-12.2% | $5,150-9.1% | $12,270-61.8% |