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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 | $125,300 | $88,754+41.2% | $81,820+53.1% | $145,877-14.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 6.77% | 1031.77%-1025.0pp | 777.93%-771.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,398 | $3,085-54.7% | $2,915-52.1% | $4,663-70.0% |
| Participant deferral / active EE | $3,180 | $4,648-31.6% | $4,323-26.4% | $6,691-52.5% |
| Admin fee / account holder | $1,473 | $8,424-82.5% | $7,391-80.1% | $13,402-89.0% |