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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 | $70,139 | $49,164+42.7% | $121,169-42.1% | $75,181-6.7% |
| Participation rate | 96.7% | 55.4%+41.2pp | 69.5%+27.1pp | 67.2%+29.5pp |
| Annual return | 8.89% | 56.03%-47.1pp | 986.71%-977.8pp | 160.69%-151.8pp |
| Employer contribution / active EE | $399 | $1,546-74.2% | $4,168-90.4% | $2,671-85.1% |
| Participant deferral / active EE | $4,708 | $2,628+79.1% | $4,083+15.3% | $4,126+14.1% |
| Admin fee / account holder | $563 | $3,942-85.7% | $5,645-90.0% | $5,650-90.0% |