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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 | $133,625 | $84,236+58.6% | $170,435-21.6% | $70,126+90.6% |
| Participation rate | 92.2% | 70.8%+21.3pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 11.15% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $6,405 | $3,387+89.1% | $5,432+17.9% | $2,343+173.4% |
| Participant deferral / active EE | $3,377 | $3,086+9.4% | $4,939-31.6% | $3,332+1.4% |
| Admin fee / account holder | $1,920 | $5,698-66.3% | $13,881-86.2% | $4,645-58.7% |