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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 | $72,446+160.7% | $67,561+179.5% | $145,877+29.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 7.04% | 7211.98%-7204.9pp | 3525.44%-3518.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $3,837 | $3,072+24.9% | $2,735+40.3% | $4,663-17.7% |
| Participant deferral / active EE | $3,811 | $4,785-20.4% | $4,003-4.8% | $6,691-43.0% |
| Admin fee / account holder | $7,120 | $5,541+28.5% | $4,006+77.7% | $13,402-46.9% |