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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 | $172,355 | $102,595+68.0% | $94,057+83.2% | $154,746+11.4% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 9.51% | 583.42%-573.9pp | 480.62%-471.1pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,019 | $3,147-35.8% | $2,933-31.2% | $4,379-53.9% |
| Participant deferral / active EE | $5,719 | $5,118+11.7% | $4,709+21.4% | $6,730-15.0% |
| Admin fee / account holder | $2,242 | $7,736-71.0% | $7,244-69.1% | $14,365-84.4% |