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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 | $33,327 | $223,823-85.1% | $211,142-84.2% | $154,746-78.5% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 10.13% | 50.39%-40.3pp | 46.84%-36.7pp | 172.34%-162.2pp |
| Employer contribution / active EE | $3,030 | $6,787-55.4% | $6,442-53.0% | $4,379-30.8% |
| Participant deferral / active EE | $5,730 | $9,750-41.2% | $9,284-38.3% | $6,730-14.9% |
| Admin fee / account holder | $488 | $19,707-97.5% | $19,076-97.4% | $14,365-96.6% |