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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 | $147,407 | $88,815+66.0% | $81,882+80.0% | $145,897+1.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 7.80% | 1033.75%-1026.0pp | 779.47%-771.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $751 | $3,086-75.7% | $2,916-74.2% | $4,663-83.9% |
| Participant deferral / active EE | $1,391 | $4,647-70.1% | $4,323-67.8% | $6,689-79.2% |
| Admin fee / account holder | $2,246 | $8,434-73.4% | $7,360-69.5% | $13,390-83.2% |