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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 | $201,264-50.3% | $184,185-45.7% | $145,978-31.5% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 7.97% | 29.00%-21.0pp | 28.81%-20.8pp | 550.52%-542.5pp |
| Employer contribution / active EE | $2,133 | $7,021-69.6% | $6,426-66.8% | $4,662-54.2% |
| Participant deferral / active EE | $7,417 | $9,806-24.4% | $9,132-18.8% | $6,690+10.9% |
| Admin fee / account holder | $5,346 | $16,376-67.4% | $13,909-61.6% | $13,400-60.1% |