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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 | $50,291 | $201,344-75.0% | $184,243-72.7% | $145,877-65.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 6.59% | 29.01%-22.4pp | 28.82%-22.2pp | 551.28%-544.7pp |
| Employer contribution / active EE | $10,459 | $7,022+48.9% | $6,427+62.7% | $4,663+124.3% |
| Participant deferral / active EE | $12,195 | $9,807+24.4% | $9,132+33.5% | $6,691+82.3% |
| Admin fee / account holder | $357 | $16,382-97.8% | $13,914-97.4% | $13,402-97.3% |