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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 | $36,308 | $111,814-67.5% | $103,374-64.9% | $145,959-75.1% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 8.97% | 24.77%-15.8pp | 24.89%-15.9pp | 561.95%-553.0pp |
| Employer contribution / active EE | $4,506 | $4,214+6.9% | $3,869+16.5% | $4,661-3.3% |
| Participant deferral / active EE | $1,940 | $5,618-65.5% | $5,058-61.6% | $6,689-71.0% |
| Admin fee / account holder | $4,998 | $9,754-48.8% | $8,394-40.5% | $13,398-62.7% |