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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 | $51,521 | $148,582-65.3% | $135,942-62.1% | $139,456-63.1% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 6.25% | 79.26%-73.0pp | 68.28%-62.0pp | 373.45%-367.2pp |
| Employer contribution / active EE | $2,697 | $5,245-48.6% | $4,858-44.5% | $4,753-43.3% |
| Participant deferral / active EE | $6,033 | $8,101-25.5% | $7,759-22.2% | $6,711-10.1% |
| Admin fee / account holder | $9,915 | $12,402-20.1% | $10,764-7.9% | $11,407-13.1% |