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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 | $164,155 | $68,097+141.1% | $62,929+160.9% | $137,256+19.6% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 9.91% | 1859.11%-1849.2pp | 1063.93%-1054.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,591 | $2,811+27.7% | $2,505+43.4% | $4,156-13.6% |
| Participant deferral / active EE | $7,264 | $4,553+59.6% | $3,888+86.8% | $6,407+13.4% |
| Admin fee / account holder | $20,908 | $6,521+220.6% | $5,065+312.8% | $12,270+70.4% |