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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 | $89,493 | $124,351-28.0% | $109,188-18.0% | $167,553-46.6% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 8.97% | 26.04%-17.1pp | 25.76%-16.8pp | 478.89%-469.9pp |
| Employer contribution / active EE | $13,646 | $4,210+224.2% | $3,723+266.5% | $4,840+182.0% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,285 | $7,975-58.8% | $6,755-51.4% | $12,316-73.3% |