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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 | $91,438 | $154,228-40.7% | $145,433-37.1% | $137,256-33.4% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 12.38% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,915 | $4,804+43.9% | $4,554+51.8% | $4,156+66.4% |
| Participant deferral / active EE | $12,957 | $8,216+57.7% | $7,897+64.1% | $6,407+102.2% |
| Admin fee / account holder | $57,251 | $14,344+299.1% | $13,129+336.1% | $12,270+366.6% |