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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 | $100,804 | $110,410-8.7% | $102,437-1.6% | $145,897-30.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 3.64% | 24.85%-21.2pp | 24.95%-21.3pp | 552.29%-548.7pp |
| Employer contribution / active EE | $7,237 | $4,217+71.6% | $3,871+87.0% | $4,663+55.2% |
| Participant deferral / active EE | $5,173 | $5,622-8.0% | $5,060+2.2% | $6,689-22.7% |
| Admin fee / account holder | $7,415 | $9,745-23.9% | $8,388-11.6% | $13,390-44.6% |