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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 | $188,830 | $72,396+160.8% | $67,511+179.7% | $145,959+29.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 7.04% | 7194.07%-7187.0pp | 3517.41%-3510.4pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,837 | $3,071+24.9% | $2,733+40.4% | $4,661-17.7% |
| Participant deferral / active EE | $3,811 | $4,781-20.3% | $4,000-4.7% | $6,689-43.0% |
| Admin fee / account holder | $7,120 | $5,538+28.6% | $3,999+78.0% | $13,398-46.9% |