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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 | $70,765 | $72,071-1.8% | $68,368+3.5% | $137,256-48.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.66% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,698 | $2,788-39.1% | $2,649-35.9% | $4,156-59.1% |
| Participant deferral / active EE | $3,510 | $4,410-20.4% | $4,123-14.9% | $6,407-45.2% |
| Admin fee / account holder | $667 | $5,336-87.5% | $5,150-87.0% | $12,270-94.6% |