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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 | $60,058 | $197,594-69.6% | $177,822-66.2% | $158,931-62.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.35% | 58.76%-54.4pp | 48.32%-44.0pp | 302.86%-298.5pp |
| Employer contribution / active EE | $7,502 | $6,697+12.0% | $5,918+26.8% | $4,761+57.6% |
| Participant deferral / active EE | $5,269 | $8,405-37.3% | $7,714-31.7% | $5,982-11.9% |
| Admin fee / account holder | $1,433 | $15,400-90.7% | $12,428-88.5% | $11,247-87.3% |