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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 | $72,426 | $185,312-60.9% | $161,489-55.2% | $154,746-53.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.87% | 103.84%-96.0pp | 89.72%-81.9pp | 172.34%-164.5pp |
| Employer contribution / active EE | $1,949 | $4,769-59.1% | $4,268-54.3% | $4,379-55.5% |
| Participant deferral / active EE | $6,533 | $6,350+2.9% | $5,630+16.0% | $6,730-2.9% |
| Admin fee / account holder | $136,797 | $18,654+633.3% | $16,006+754.7% | $14,365+852.3% |