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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 | $99,630 | $98,776+0.9% | $149,745-33.5% | $79,856+24.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.16% | 27.38%-19.2pp | 276.72%-268.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $6,802 | $3,217+111.4% | $4,646+46.4% | $2,471+175.2% |
| Participant deferral / active EE | $7,340 | $5,681+29.2% | $6,843+7.3% | $3,741+96.2% |
| Admin fee / account holder | $56,227 | $6,053+829.0% | $9,312+503.8% | $5,306+959.6% |