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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 | $183,592-62.1% | $155,574-55.2% | $145,877-52.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.21% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $5,305 | $5,317-0.2% | $4,676+13.5% | $4,663+13.8% |
| Participant deferral / active EE | $3,905 | $6,466-39.6% | $5,629-30.6% | $6,691-41.6% |
| Admin fee / account holder | $3,379 | $19,316-82.5% | $15,914-78.8% | $13,402-74.8% |