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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 | $108,677 | $197,637-45.0% | $177,848-38.9% | $158,982-31.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 5.52% | 58.77%-53.2pp | 48.33%-42.8pp | 302.99%-297.5pp |
| Employer contribution / active EE | $1,801 | $6,698-73.1% | $5,919-69.6% | $4,763-62.2% |
| Participant deferral / active EE | $4,648 | $8,405-44.7% | $7,714-39.7% | $5,983-22.3% |
| Admin fee / account holder | $478 | $15,406-96.9% | $12,431-96.2% | $11,252-95.8% |