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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 | $108,897+14.6% | $100,378+24.4% | $145,877-14.4% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 5.46% | 58.17%-52.7pp | 49.41%-44.0pp | 551.28%-545.8pp |
| Employer contribution / active EE | $727 | $4,420-83.5% | $3,942-81.6% | $4,663-84.4% |
| Participant deferral / active EE | $9,574 | $8,455+13.2% | $8,087+18.4% | $6,691+43.1% |
| Admin fee / account holder | $3,228 | $9,690-66.7% | $7,899-59.1% | $13,402-75.9% |