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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 | $129,746 | $157,304-17.5% | $141,197-8.1% | $152,909-15.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 7.39% | 64.34%-56.9pp | 71.41%-64.0pp | 345.46%-338.1pp |
| Employer contribution / active EE | $2,836 | $5,263-46.1% | $4,736-40.1% | $4,764-40.5% |
| Participant deferral / active EE | $6,853 | $7,111-3.6% | $6,710+2.1% | $5,851+17.1% |
| Admin fee / account holder | $1,267 | $12,126-89.6% | $10,265-87.7% | $11,601-89.1% |