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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 | $74,623 | $100,970-26.1% | $96,576-22.7% | $137,256-45.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 10.73% | 38.16%-27.4pp | 38.47%-27.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,052 | $3,809-19.9% | $3,553-14.1% | $4,156-26.6% |
| Participant deferral / active EE | $4,967 | $8,286-40.1% | $7,956-37.6% | $6,407-22.5% |
| Admin fee / account holder | $1,669 | $11,312-85.2% | $11,381-85.3% | $12,270-86.4% |