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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 | $91,889 | $201,370-54.4% | $184,256-50.1% | $145,897-37.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 9.59% | 29.05%-19.5pp | 28.85%-19.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,807 | $9,808-51.0% | $9,133-47.4% | $6,689-28.1% |
| Admin fee / account holder | $697 | $16,364-95.7% | $13,899-95.0% | $13,390-94.8% |