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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 | $115,145 | $108,897+5.7% | $100,378+14.7% | $145,877-21.1% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.45% | 58.17%-48.7pp | 49.41%-40.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $855 | $4,420-80.7% | $3,942-78.3% | $4,663-81.7% |
| Participant deferral / active EE | $9,257 | $8,455+9.5% | $8,087+14.5% | $6,691+38.4% |
| Admin fee / account holder | $70,453 | $9,690+627.1% | $7,899+791.9% | $13,402+425.7% |