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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 | $55,868 | $175,231-68.1% | $149,696-62.7% | $139,466-59.9% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 8.25% | 166.77%-158.5pp | 134.46%-126.2pp | 373.66%-365.4pp |
| Employer contribution / active EE | $4,009 | $5,478-26.8% | $4,821-16.8% | $4,754-15.7% |
| Participant deferral / active EE | $4,611 | $6,521-29.3% | $5,682-18.8% | $6,712-31.3% |
| Admin fee / account holder | $751 | $16,155-95.4% | $13,212-94.3% | $11,409-93.4% |