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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 | $70,366-7.4% | $66,674-2.3% | $138,895-53.1% |
| Participation rate | 76.5% | 76.2%+0.3pp | 73.7%+2.8pp | 79.9%-3.4pp |
| Annual return | 12.29% | 386.41%-374.1pp | 321.24%-308.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $6,035 | $2,765+118.3% | $2,620+130.3% | $4,194+43.9% |
| Participant deferral / active EE | $7,695 | $4,374+75.9% | $4,084+88.4% | $6,396+20.3% |
| Admin fee / account holder | $1,772 | $5,262-66.3% | $5,098-65.2% | $12,562-85.9% |