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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 | $114,012 | $91,198+25.0% | $178,503-36.1% | $79,856+42.8% |
| Participation rate | 83.6% | 69.2%+14.4pp | 81.9%+1.7pp | 69.6%+13.9pp |
| Annual return | 9.00% | 24.20%-15.2pp | 151.12%-142.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,354 | $3,237+65.4% | $5,202+2.9% | $3,741+43.1% |
| Admin fee / account holder | $18,723 | $6,748+177.4% | $13,987+33.9% | $5,306+252.8% |