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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 | $30,344 | $178,174-83.0% | $156,181-80.6% | $137,256-77.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 8.32% | 84.19%-75.9pp | 64.87%-56.6pp | 220.34%-212.0pp |
| Employer contribution / active EE | $2,956 | $4,972-40.6% | $4,294-31.2% | $4,156-28.9% |
| Participant deferral / active EE | $2,956 | $6,888-57.1% | $6,132-51.8% | $6,407-53.9% |
| Admin fee / account holder | $33,287 | $17,404+91.3% | $14,586+128.2% | $12,270+171.3% |