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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 | $67,207 | $63,346+6.1% | $92,240-27.1% | $70,126-4.2% |
| Participation rate | 82.3% | 68.7%+13.6pp | 76.5%+5.8pp | 69.5%+12.7pp |
| Annual return | 6.69% | 530.19%-523.5pp | 176.29%-169.6pp | 73.15%-66.5pp |
| Employer contribution / active EE | $3,994 | $2,471+61.6% | $3,680+8.5% | $2,343+70.5% |
| Participant deferral / active EE | $4,234 | $2,854+48.4% | $3,897+8.6% | $3,332+27.1% |
| Admin fee / account holder | $11,308 | $3,841+194.4% | $5,194+117.7% | $4,645+143.4% |