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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 | $102,806 | $96,731+6.3% | $123,973-17.1% | $86,983+18.2% |
| Participation rate | 85.1% | 70.0%+15.1pp | 76.7%+8.4pp | 69.5%+15.6pp |
| Annual return | 9.48% | 17.33%-7.8pp | 388.13%-378.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,595 | $4,152+58.8% | $5,247+25.7% | $4,194+57.3% |
| Admin fee / account holder | $1,006 | $8,722-88.5% | $11,799-91.5% | $7,856-87.2% |