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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 | $99,964 | $201,372-50.4% | $184,260-45.7% | $145,884-31.5% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 7.97% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,133 | $7,024-69.6% | $6,427-66.8% | $4,662-54.2% |
| Participant deferral / active EE | $7,417 | $9,808-24.4% | $9,133-18.8% | $6,690+10.9% |
| Admin fee / account holder | $5,346 | $16,362-67.3% | $13,898-61.5% | $13,392-60.1% |