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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 | $71,868 | $72,071-0.3% | $68,368+5.1% | $137,256-47.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 7.19% | 353.14%-346.0pp | 292.57%-285.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $649 | $2,788-76.7% | $2,649-75.5% | $4,156-84.4% |
| Participant deferral / active EE | $1,653 | $4,410-62.5% | $4,123-59.9% | $6,407-74.2% |
| Admin fee / account holder | $1,739 | $5,336-67.4% | $5,150-66.2% | $12,270-85.8% |