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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 | $48,454 | $111,814-56.7% | $103,378-53.1% | $145,978-66.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 6.38% | 24.80%-18.4pp | 24.91%-18.5pp | 550.52%-544.1pp |
| Employer contribution / active EE | $2,537 | $4,215-39.8% | $3,870-34.4% | $4,662-45.6% |
| Participant deferral / active EE | $8,958 | $5,618+59.5% | $5,058+77.1% | $6,690+33.9% |
| Admin fee / account holder | $709 | $9,764-92.7% | $8,401-91.6% | $13,400-94.7% |