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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 | $70,334 | $124,425-43.5% | $112,040-37.2% | $137,256-48.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 9.00% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,719 | $5,718-17.5% | $5,098-7.4% | $6,407-26.4% |
| Admin fee / account holder | $6,413 | $15,207-57.8% | $12,098-47.0% | $12,270-47.7% |