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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 | $185,607 | $60,139+208.6% | $90,461+105.2% | $79,856+132.4% |
| Participation rate | 82.5% | 65.0%+17.5pp | 72.7%+9.8pp | 69.6%+12.8pp |
| Annual return | 7.82% | 71.96%-64.1pp | 1294.76%-1286.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,605 | $2,069+25.9% | $3,264-20.2% | $2,471+5.4% |
| Participant deferral / active EE | $2,281 | $2,939-22.4% | $3,964-42.5% | $3,741-39.0% |
| Admin fee / account holder | $21,287 | $3,978+435.1% | $5,617+279.0% | $5,306+301.1% |