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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 | $109,912 | $57,305+91.8% | $86,640+26.9% | $75,173+46.2% |
| Participation rate | 97.1% | 63.2%+33.8pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 12.85% | 2674.24%-2661.4pp | 592.52%-579.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $3,306 | $2,316+42.8% | $3,024+9.3% | $2,671+23.8% |
| Participant deferral / active EE | $5,988 | $3,320+80.4% | $4,438+34.9% | $4,126+45.1% |
| Admin fee / account holder | $1,316 | $4,116-68.0% | $5,616-76.6% | $5,651-76.7% |