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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 | $61,761 | $115,780-46.7% | $101,255-39.0% | $158,931-61.1% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 6.29% | 56.14%-49.9pp | 46.48%-40.2pp | 302.86%-296.6pp |
| Employer contribution / active EE | $6,584 | $4,175+57.7% | $3,660+79.9% | $4,761+38.3% |
| Participant deferral / active EE | $2,958 | $4,958-40.3% | $4,370-32.3% | $5,982-50.5% |
| Admin fee / account holder | $50,815 | $7,246+601.3% | $5,946+754.6% | $11,247+351.8% |