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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 | $111,323 | $178,174-37.5% | $156,181-28.7% | $137,256-18.9% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 5.05% | 84.19%-79.1pp | 64.87%-59.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,815 | $4,972-63.5% | $4,294-57.7% | $4,156-56.3% |
| Participant deferral / active EE | $5,881 | $6,888-14.6% | $6,132-4.1% | $6,407-8.2% |
| Admin fee / account holder | $198,411 | $17,404+1040.0% | $14,586+1260.3% | $12,270+1517.0% |