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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 | $77,612 | $112,729-31.2% | $98,716-21.4% | $137,256-43.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 9.02% | 38.48%-29.5pp | 31.81%-22.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,648 | $2,725-39.5% | $2,279-27.7% | $4,156-60.3% |
| Participant deferral / active EE | $1,476 | $4,640-68.2% | $4,048-63.5% | $6,407-77.0% |
| Admin fee / account holder | $16,010 | $10,129+58.1% | $8,703+84.0% | $12,270+30.5% |