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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 | $131,433 | $106,749+23.1% | $145,433-9.6% | $82,448+59.4% |
| Participation rate | 72.6% | 75.6%-3.1pp | 82.1%-9.5pp | 68.1%+4.5pp |
| Annual return | 11.82% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,037 | $3,444-69.9% | $4,554-77.2% | $2,551-59.4% |
| Participant deferral / active EE | $9,792 | $6,519+50.2% | $7,897+24.0% | $4,139+136.6% |
| Admin fee / account holder | $38,857 | $8,390+363.1% | $13,129+196.0% | $7,234+437.1% |