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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 | $129,898 | $57,330+126.6% | $86,656+49.9% | $75,177+72.8% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 10.85% | 2675.40%-2664.6pp | 593.09%-582.2pp | 160.75%-149.9pp |
| Employer contribution / active EE | $1,336 | $2,316-42.3% | $3,025-55.8% | $2,671-50.0% |
| Participant deferral / active EE | $8,480 | $3,320+155.4% | $4,439+91.0% | $4,126+105.5% |
| Admin fee / account holder | $23,172 | $4,115+463.1% | $5,619+312.4% | $5,651+310.0% |