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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 | $156,398-68.9% | $147,318-67.0% | $138,895-65.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 10.10% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,485 | $4,853-28.2% | $4,593-24.1% | $4,194-16.9% |
| Participant deferral / active EE | $6,234 | $8,237-24.3% | $7,906-21.2% | $6,396-2.5% |
| Admin fee / account holder | $4,345 | $14,976-71.0% | $13,708-68.3% | $12,562-65.4% |