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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 | $22,722 | $154,228-85.3% | $145,433-84.4% | $137,256-83.4% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 10.60% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,638 | $4,804-65.9% | $4,554-64.0% | $4,156-60.6% |
| Participant deferral / active EE | $2,452 | $8,216-70.2% | $7,897-69.0% | $6,407-61.7% |
| Admin fee / account holder | $34,031 | $14,344+137.3% | $13,129+159.2% | $12,270+177.3% |