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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 | $141,680 | $56,110+152.5% | $94,993+49.1% | $70,126+102.0% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.9%+1.1pp | 69.5%+5.5pp |
| Annual return | 11.42% | 51.02%-39.6pp | 27.14%-15.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $526 | $1,442-63.5% | $2,603-79.8% | $2,343-77.5% |
| Participant deferral / active EE | $4,343 | $2,391+81.6% | $3,317+30.9% | $3,332+30.3% |
| Admin fee / account holder | $718 | $3,456-79.2% | $4,960-85.5% | $4,645-84.5% |