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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 | $109,775 | $108,922+0.8% | $100,398+9.3% | $145,978-24.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.16% | 58.04%-50.9pp | 49.32%-42.2pp | 550.52%-543.4pp |
| Employer contribution / active EE | $1,746 | $4,426-60.5% | $3,946-55.7% | $4,662-62.5% |
| Participant deferral / active EE | $6,719 | $8,450-20.5% | $8,084-16.9% | $6,690+0.4% |
| Admin fee / account holder | $1,290 | $9,680-86.7% | $7,893-83.7% | $13,400-90.4% |