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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 | $48,658 | $154,228-68.5% | $145,433-66.5% | $137,256-64.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 10.10% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,485 | $4,804-27.5% | $4,554-23.5% | $4,156-16.2% |
| Participant deferral / active EE | $6,234 | $8,216-24.1% | $7,897-21.1% | $6,407-2.7% |
| Admin fee / account holder | $4,345 | $14,344-69.7% | $13,129-66.9% | $12,270-64.6% |