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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 | $72,099 | $58,927+22.4% | $76,823-6.1% | $72,983-1.2% |
| Participation rate | 97.0% | 67.3%+29.6pp | 72.1%+24.9pp | 69.5%+27.5pp |
| Annual return | 7.86% | 2305.64%-2297.8pp | 1166.42%-1158.6pp | 81.01%-73.1pp |
| Employer contribution / active EE | $3,235 | $1,787+81.1% | $2,302+40.5% | $2,440+32.6% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $374 | $4,013-90.7% | $6,422-94.2% | $5,124-92.7% |