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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 | $181,223 | $176,120+2.9% | $159,487+13.6% | $167,553+8.2% |
| Participation rate | 85.0% | 85.0%0pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 6.98% | 331.95%-325.0pp | 263.71%-256.7pp | 478.89%-471.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,469 | $7,752+48.0% | $7,354+56.0% | $6,343+80.8% |
| Admin fee / account holder | $1,295 | $12,561-89.7% | $10,804-88.0% | $12,316-89.5% |