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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 | $191,990 | $223,823-14.2% | $211,142-9.1% | $154,746+24.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.96% | 50.39%-43.4pp | 46.84%-39.9pp | 172.34%-165.4pp |
| Employer contribution / active EE | $9,131 | $6,787+34.5% | $6,442+41.7% | $4,379+108.5% |
| Participant deferral / active EE | $3,625 | $9,750-62.8% | $9,284-61.0% | $6,730-46.1% |
| Admin fee / account holder | $3,457 | $19,707-82.5% | $19,076-81.9% | $14,365-75.9% |