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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 | $65,594 | $68,097-3.7% | $62,929+4.2% | $137,256-52.2% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.0%+1.9pp |
| Annual return | 10.55% | 1859.11%-1848.6pp | 1063.93%-1053.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,466 | $2,811-47.8% | $2,505-41.5% | $4,156-64.7% |
| Participant deferral / active EE | $3,001 | $4,553-34.1% | $3,888-22.8% | $6,407-53.2% |
| Admin fee / account holder | $3,895 | $6,521-40.3% | $5,065-23.1% | $12,270-68.3% |