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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 | $135,330 | $93,617+44.6% | $135,982-0.5% | $75,177+80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.94% | 30.89%-16.9pp | 68.32%-54.4pp | 160.75%-146.8pp |
| Employer contribution / active EE | $3,370 | $3,538-4.7% | $4,859-30.6% | $2,671+26.2% |
| Participant deferral / active EE | $9,475 | $6,406+47.9% | $7,760+22.1% | $4,126+129.6% |
| Admin fee / account holder | $29,099 | $6,980+316.9% | $10,767+170.3% | $5,651+414.9% |