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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 | $112,668 | $58,391+93.0% | $76,667+47.0% | $72,976+54.4% |
| Participation rate | 90.1% | 67.4%+22.8pp | 72.1%+18.0pp | 69.5%+20.7pp |
| Annual return | 10.44% | 2306.65%-2296.2pp | 1166.74%-1156.3pp | 81.02%-70.6pp |
| Employer contribution / active EE | $1,393 | $1,787-22.1% | $2,303-39.5% | $2,440-42.9% |
| Participant deferral / active EE | $4,288 | $2,690+59.4% | $3,336+28.5% | $3,608+18.8% |
| Admin fee / account holder | $2,803 | $4,014-30.2% | $6,423-56.4% | $5,124-45.3% |