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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 | $131,162 | $57,305+128.9% | $86,640+51.4% | $75,173+74.5% |
| Participation rate | 73.0% | 63.2%+9.8pp | 71.7%+1.3pp | 67.2%+5.8pp |
| Annual return | 9.17% | 2674.24%-2665.1pp | 592.52%-583.3pp | 160.72%-151.5pp |
| Employer contribution / active EE | $2,840 | $2,316+22.6% | $3,024-6.1% | $2,671+6.3% |
| Participant deferral / active EE | $6,845 | $3,320+106.2% | $4,438+54.2% | $4,126+65.9% |
| Admin fee / account holder | $26,695 | $4,116+548.6% | $5,616+375.4% | $5,651+372.4% |