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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 | $33,682 | $84,236-60.0% | $170,435-80.2% | $70,126-52.0% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 9.02% | 23.06%-14.0pp | 205.94%-196.9pp | 73.15%-64.1pp |
| Employer contribution / active EE | $3,548 | $3,387+4.7% | $5,432-34.7% | $2,343+51.4% |
| Participant deferral / active EE | $5,005 | $3,086+62.2% | $4,939+1.3% | $3,332+50.2% |
| Admin fee / account holder | $29,711 | $5,698+421.4% | $13,881+114.0% | $4,645+539.6% |