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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 | $78,675 | $57,330+37.2% | $86,656-9.2% | $75,177+4.7% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 2.03% | 2675.40%-2673.4pp | 593.09%-591.1pp | 160.75%-158.7pp |
| Employer contribution / active EE | $4,417 | $2,316+90.7% | $3,025+46.0% | $2,671+65.4% |
| Participant deferral / active EE | $10,717 | $3,320+222.8% | $4,439+141.4% | $4,126+159.7% |
| Admin fee / account holder | $5,540 | $4,115+34.6% | $5,619-1.4% | $5,651-2.0% |