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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 | $221,040 | $58,391+278.6% | $76,667+188.3% | $72,976+202.9% |
| Participation rate | 88.6% | 67.4%+21.2pp | 72.1%+16.5pp | 69.5%+19.1pp |
| Annual return | 5.24% | 2306.65%-2301.4pp | 1166.74%-1161.5pp | 81.02%-75.8pp |
| Employer contribution / active EE | $2,322 | $1,787+29.9% | $2,303+0.8% | $2,440-4.9% |
| Participant deferral / active EE | $3,830 | $2,690+42.4% | $3,336+14.8% | $3,608+6.2% |
| Admin fee / account holder | $11,829 | $4,014+194.7% | $6,423+84.2% | $5,124+130.9% |