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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 | $22,765 | $162,136-86.0% | $152,301-85.1% | $154,746-85.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 10.51% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,737 | $4,890-64.5% | $4,624-62.4% | $4,379-60.3% |
| Participant deferral / active EE | $5,730 | $8,341-31.3% | $8,004-28.4% | $6,730-14.9% |
| Admin fee / account holder | $10,038 | $15,759-36.3% | $14,398-30.3% | $14,365-30.1% |