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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 | $96,196 | $183,539-47.6% | $155,556-38.2% | $145,897-34.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 7.73% | 61.31%-53.6pp | 64.84%-57.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,443 | $5,315-54.0% | $4,675-47.7% | $4,663-47.6% |
| Participant deferral / active EE | $4,926 | $6,467-23.8% | $5,631-12.5% | $6,689-26.4% |
| Admin fee / account holder | $2,632 | $19,275-86.3% | $15,885-83.4% | $13,390-80.3% |