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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 | $124,840 | $108,942+14.6% | $100,415+24.3% | $145,897-14.4% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 5.46% | 58.27%-52.8pp | 49.47%-44.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $727 | $4,422-83.6% | $3,943-81.6% | $4,663-84.4% |
| Participant deferral / active EE | $9,574 | $8,461+13.2% | $8,091+18.3% | $6,689+43.1% |
| Admin fee / account holder | $3,228 | $9,702-66.7% | $7,906-59.2% | $13,390-75.9% |