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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 | $69,796 | $48,011+45.4% | $63,803+9.4% | $82,637-15.5% |
| Participation rate | 79.6% | 66.6%+13.1pp | 72.7%+6.9pp | 68.1%+11.6pp |
| Annual return | 8.36% | 19.84%-11.5pp | 543.72%-535.4pp | 53.51%-45.1pp |
| Employer contribution / active EE | $6,047 | $1,904+217.7% | $2,532+138.8% | $2,552+137.0% |
| Participant deferral / active EE | $2,184 | $2,846-23.3% | $3,843-43.2% | $4,126-47.1% |
| Admin fee / account holder | $20,660 | $3,873+433.4% | $5,196+297.6% | $7,339+181.5% |