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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 | $88,702+66.2% | $81,780+80.2% | $145,978+1.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 7.80% | 1029.12%-1021.3pp | 776.27%-768.5pp | 550.52%-542.7pp |
| Employer contribution / active EE | $751 | $3,084-75.6% | $2,914-74.2% | $4,662-83.9% |
| Participant deferral / active EE | $1,391 | $4,645-70.1% | $4,321-67.8% | $6,690-79.2% |
| Admin fee / account holder | $2,246 | $8,414-73.3% | $7,384-69.6% | $13,400-83.2% |