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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 | $104,813 | $172,111-39.1% | $150,298-30.3% | $137,256-23.6% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 10.54% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,084 | $4,636-11.9% | $4,154-1.7% | $4,156-1.7% |
| Participant deferral / active EE | $7,356 | $6,166+19.3% | $5,453+34.9% | $6,407+14.8% |
| Admin fee / account holder | $26,344 | $16,471+59.9% | $14,116+86.6% | $12,270+114.7% |