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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 | $61,994 | $154,228-59.8% | $145,433-57.4% | $137,256-54.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.50% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,965 | $4,804-17.5% | $4,554-12.9% | $4,156-4.6% |
| Participant deferral / active EE | $7,123 | $8,216-13.3% | $7,897-9.8% | $6,407+11.2% |
| Admin fee / account holder | $44,844 | $14,344+212.6% | $13,129+241.6% | $12,270+265.5% |