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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 | $55,829 | $202,342-72.4% | $172,753-67.7% | $152,909-63.5% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 12.23% | 1029.88%-1017.6pp | 803.00%-790.8pp | 345.46%-333.2pp |
| Employer contribution / active EE | $4,711 | $5,857-19.6% | $5,144-8.4% | $4,764-1.1% |
| Participant deferral / active EE | $5,217 | $5,948-12.3% | $5,198+0.4% | $5,851-10.8% |
| Admin fee / account holder | $13,212 | $17,112-22.8% | $13,956-5.3% | $11,601+13.9% |