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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 | $59,730 | $132,099-54.8% | $115,599-48.3% | $138,895-57.0% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.3%+2.6pp | 79.9%-3.0pp |
| Annual return | 7.20% | 176.76%-169.6pp | 111.10%-103.9pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,352 | $3,416-60.4% | $2,955-54.2% | $4,194-67.8% |
| Participant deferral / active EE | $3,698 | $5,617-34.2% | $4,889-24.4% | $6,396-42.2% |
| Admin fee / account holder | $64,899 | $15,650+314.7% | $12,841+405.4% | $12,562+416.6% |