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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 | $54,825 | $115,225-52.4% | $100,712-45.6% | $138,895-60.5% |
| Participation rate | 76.2% | 74.3%+1.9pp | 69.3%+6.9pp | 79.9%-3.7pp |
| Annual return | 7.10% | 40.35%-33.3pp | 33.27%-26.2pp | 145.39%-138.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,550 | $4,699-67.0% | $4,085-62.1% | $6,396-75.8% |
| Admin fee / account holder | $3,324 | $10,844-69.3% | $9,256-64.1% | $12,562-73.5% |