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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 | $150,155 | $65,440+129.5% | $98,506+52.4% | $85,851+74.9% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 8.94% | 21.75%-12.8pp | 1494.92%-1486.0pp | 318.63%-309.7pp |
| Employer contribution / active EE | $3,619 | $2,169+66.9% | $2,961+22.2% | $2,565+41.1% |
| Participant deferral / active EE | $4,452 | $3,168+40.5% | $4,277+4.1% | $3,952+12.6% |
| Admin fee / account holder | $17,158 | $4,596+273.4% | $5,955+188.2% | $6,261+174.1% |