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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 | $52,019 | $95,453-45.5% | $112,040-53.6% | $82,448-36.9% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 11.95% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,257 | $2,318-2.6% | $2,954-23.6% | $2,551-11.5% |
| Participant deferral / active EE | $2,859 | $4,224-32.3% | $5,098-43.9% | $4,139-30.9% |
| Admin fee / account holder | $12,203 | $9,013+35.4% | $12,098+0.9% | $7,234+68.7% |