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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 | $69,288 | $72,071-3.9% | $68,368+1.3% | $137,256-49.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.78% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,330 | $2,788-16.4% | $2,649-12.0% | $4,156-43.9% |
| Participant deferral / active EE | $1,512 | $4,410-65.7% | $4,123-63.3% | $6,407-76.4% |
| Admin fee / account holder | $1,092 | $5,336-79.5% | $5,150-78.8% | $12,270-91.1% |