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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 | $233,155 | $102,696+127.0% | $86,235+170.4% | $139,487+67.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 7.92% | 1925.91%-1918.0pp | 1170.03%-1162.1pp | 373.84%-365.9pp |
| Employer contribution / active EE | $1,578 | $3,034-48.0% | $2,381-33.7% | $4,755-66.8% |
| Participant deferral / active EE | $10,561 | $4,679+125.7% | $3,987+164.9% | $6,713+57.3% |
| Admin fee / account holder | $25,597 | $8,667+195.3% | $6,856+273.4% | $11,407+124.4% |