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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 | $49,157 | $100,970-51.3% | $96,576-49.1% | $137,256-64.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 8.66% | 38.16%-29.5pp | 38.47%-29.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $6,009 | $3,809+57.8% | $3,553+69.1% | $4,156+44.6% |
| Participant deferral / active EE | $13,011 | $8,286+57.0% | $7,956+63.5% | $6,407+103.1% |
| Admin fee / account holder | $64,019 | $11,312+465.9% | $11,381+462.5% | $12,270+421.7% |