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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 | $125,068 | $110,410+13.3% | $102,437+22.1% | $145,897-14.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.17% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.1pp |
| Employer contribution / active EE | $2,097 | $4,217-50.3% | $3,871-45.8% | $4,663-55.0% |
| Participant deferral / active EE | $7,100 | $5,622+26.3% | $5,060+40.3% | $6,689+6.1% |
| Admin fee / account holder | $14,016 | $9,745+43.8% | $8,388+67.1% | $13,390+4.7% |