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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 | $58,921 | $102,663-42.6% | $86,216-31.7% | $139,466-57.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 7.98% | 1924.52%-1916.5pp | 1169.42%-1161.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,246 | $3,035-58.9% | $2,382-47.7% | $4,754-73.8% |
| Participant deferral / active EE | $5,666 | $4,677+21.1% | $3,986+42.2% | $6,712-15.6% |
| Admin fee / account holder | $5,279 | $8,663-39.1% | $6,853-23.0% | $11,409-53.7% |