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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 | $137,788 | $73,421+87.7% | $66,439+107.4% | $155,188-11.2% |
| Participation rate | 83.3% | 79.7%+3.6pp | 74.5%+8.8pp | 80.8%+2.5pp |
| Annual return | 5.33% | 1382.37%-1377.0pp | 757.66%-752.3pp | 148.84%-143.5pp |
| Employer contribution / active EE | $2,140 | $3,039-29.6% | $2,637-18.8% | $4,248-49.6% |
| Participant deferral / active EE | $7,109 | $4,680+51.9% | $3,876+83.4% | $6,531+8.9% |
| Admin fee / account holder | $28,523 | $8,856+222.1% | $6,173+362.0% | $14,480+97.0% |