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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 | $107,969 | $132,634-18.6% | $115,768-6.7% | $137,256-21.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 9.41% | 160.70%-151.3pp | 100.46%-91.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,515 | $3,360-54.9% | $2,940-48.5% | $4,156-63.5% |
| Participant deferral / active EE | $7,525 | $5,619+33.9% | $4,917+53.0% | $6,407+17.4% |
| Admin fee / account holder | $60,025 | $15,028+299.4% | $12,439+382.5% | $12,270+389.2% |