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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 | $83,268 | $97,125-14.3% | $86,233-3.4% | $137,256-39.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 10.52% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.8pp |
| Employer contribution / active EE | $661 | $2,841-76.7% | $2,504-73.6% | $4,156-84.1% |
| Participant deferral / active EE | $1,513 | $5,180-70.8% | $4,559-66.8% | $6,407-76.4% |
| Admin fee / account holder | $6,330 | $9,725-34.9% | $8,342-24.1% | $12,270-48.4% |