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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 | $42,466 | $176,786-76.0% | $146,643-71.0% | $167,536-74.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.12% | 24.04%-16.9pp | 22.75%-15.6pp | 478.82%-471.7pp |
| Employer contribution / active EE | $5,667 | $5,161+9.8% | $4,137+37.0% | $4,839+17.1% |
| Participant deferral / active EE | $5,080 | $6,440-21.1% | $5,506-7.7% | $6,342-19.9% |
| Admin fee / account holder | $5,343 | $13,262-59.7% | $10,280-48.0% | $12,315-56.6% |