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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 | $65,170 | $72,071-9.6% | $68,368-4.7% | $137,256-52.5% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.0%-3.5pp |
| Annual return | 12.29% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,035 | $2,788+116.5% | $2,649+127.8% | $4,156+45.2% |
| Participant deferral / active EE | $7,695 | $4,410+74.5% | $4,123+86.6% | $6,407+20.1% |
| Admin fee / account holder | $1,772 | $5,336-66.8% | $5,150-65.6% | $12,270-85.6% |