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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 | $155,967 | $162,136-3.8% | $152,301+2.4% | $154,746+0.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.28% | 91.02%-81.7pp | 80.50%-71.2pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,589 | $4,890-67.5% | $4,624-65.6% | $4,379-63.7% |
| Participant deferral / active EE | $5,943 | $8,341-28.7% | $8,004-25.7% | $6,730-11.7% |
| Admin fee / account holder | $344 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |