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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 | $65,840 | $162,136-59.4% | $152,301-56.8% | $154,746-57.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.75% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $4,258 | $4,890-12.9% | $4,624-7.9% | $4,379-2.8% |
| Participant deferral / active EE | $12,913 | $8,341+54.8% | $8,004+61.3% | $6,730+91.9% |
| Admin fee / account holder | $20,923 | $15,759+32.8% | $14,398+45.3% | $14,365+45.7% |