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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 | $69,636 | $183,539-62.1% | $155,556-55.2% | $145,897-52.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.21% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $5,305 | $5,315-0.2% | $4,675+13.5% | $4,663+13.8% |
| Participant deferral / active EE | $3,905 | $6,467-39.6% | $5,631-30.7% | $6,689-41.6% |
| Admin fee / account holder | $3,379 | $19,275-82.5% | $15,885-78.7% | $13,390-74.8% |