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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 | $145,037 | $176,077-17.6% | $159,455-9.0% | $167,518-13.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 7.71% | 331.83%-324.1pp | 263.63%-255.9pp | 478.71%-471.0pp |
| Employer contribution / active EE | $5,915 | $5,298+11.6% | $4,830+22.5% | $4,838+22.3% |
| Participant deferral / active EE | $11,903 | $7,751+53.6% | $7,353+61.9% | $6,342+87.7% |
| Admin fee / account holder | $1,566 | $12,556-87.5% | $10,800-85.5% | $12,312-87.3% |