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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 | $69,973 | $80,985-13.6% | $96,576-27.5% | $75,181-6.9% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 10.26% | 27.05%-16.8pp | 25.87%-15.6pp | 160.69%-150.4pp |
| Employer contribution / active EE | $2,188 | $2,282-4.1% | $2,965-26.2% | $2,671-18.1% |
| Participant deferral / active EE | $6,047 | $3,929+53.9% | $4,851+24.6% | $4,126+46.6% |
| Admin fee / account holder | $11,828 | $6,719+76.1% | $8,253+43.3% | $5,650+109.4% |