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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 | $36,812 | $88,778-58.5% | $81,844-55.0% | $145,884-74.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 7.32% | 1033.03%-1025.7pp | 778.87%-771.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,156 | $3,087-30.1% | $2,916-26.1% | $4,662-53.8% |
| Participant deferral / active EE | $4,316 | $4,648-7.1% | $4,323-0.2% | $6,690-35.5% |
| Admin fee / account holder | $1,498 | $8,430-82.2% | $7,355-79.6% | $13,392-88.8% |