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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 | $200,162 | $72,071+177.7% | $68,368+192.8% | $137,256+45.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 12.54% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,519 | $2,788-45.5% | $2,649-42.7% | $4,156-63.5% |
| Participant deferral / active EE | $8,420 | $4,410+90.9% | $4,123+104.2% | $6,407+31.4% |
| Admin fee / account holder | $16,219 | $5,336+204.0% | $5,150+214.9% | $12,270+32.2% |