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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 | $70,102 | $52,580+33.3% | $71,671-2.2% | $70,1240% |
| Participation rate | 97.5% | 60.9%+36.6pp | 68.7%+28.8pp | 69.5%+28.0pp |
| Annual return | 11.57% | 20.25%-8.7pp | 20.65%-9.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $471 | $1,616-70.9% | $2,460-80.9% | $2,342-79.9% |
| Participant deferral / active EE | $4,307 | $2,386+80.5% | $3,438+25.3% | $3,332+29.3% |
| Admin fee / account holder | $2,806 | $3,653-23.2% | $5,558-49.5% | $4,645-39.6% |