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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 | $85,679 | $58,391+46.7% | $76,657+11.8% | $72,975+17.4% |
| Participation rate | 82.5% | 67.4%+15.1pp | 72.1%+10.4pp | 69.5%+13.0pp |
| Annual return | 15.93% | 2306.65%-2290.7pp | 1166.74%-1150.8pp | 81.01%-65.1pp |
| Employer contribution / active EE | $3,573 | $1,787+100.0% | $2,303+55.2% | $2,440+46.4% |
| Participant deferral / active EE | $1,354 | $2,690-49.7% | $3,335-59.4% | $3,608-62.5% |
| Admin fee / account holder | $26,708 | $4,014+565.3% | $6,423+315.8% | $5,124+421.2% |