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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 | $65,820 | $162,136-59.4% | $152,301-56.8% | $154,746-57.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 10.56% | 91.02%-80.5pp | 80.50%-69.9pp | 172.34%-161.8pp |
| Employer contribution / active EE | $2,101 | $4,890-57.0% | $4,624-54.6% | $4,379-52.0% |
| Participant deferral / active EE | $4,150 | $8,341-50.2% | $8,004-48.1% | $6,730-38.3% |
| Admin fee / account holder | $7,844 | $15,759-50.2% | $14,398-45.5% | $14,365-45.4% |