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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 | $54,433 | $154,228-64.7% | $145,433-62.6% | $137,256-60.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 11.09% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,264 | $4,804-52.9% | $4,554-50.3% | $4,156-45.5% |
| Participant deferral / active EE | $9,672 | $8,216+17.7% | $7,897+22.5% | $6,407+51.0% |
| Admin fee / account holder | $7,150 | $14,344-50.2% | $13,129-45.5% | $12,270-41.7% |