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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 | $103,866 | $178,174-41.7% | $156,181-33.5% | $137,256-24.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 6.15% | 84.19%-78.0pp | 64.87%-58.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $2,417 | $4,972-51.4% | $4,294-43.7% | $4,156-41.8% |
| Participant deferral / active EE | $16,531 | $6,888+140.0% | $6,132+169.6% | $6,407+158.0% |
| Admin fee / account holder | $682,108 | $17,404+3819.3% | $14,586+4576.4% | $12,270+5459.1% |