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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 | $81,347 | $209,888-61.2% | $189,545-57.1% | $167,553-51.5% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 7.20% | 748.66%-741.5pp | 555.36%-548.2pp | 478.89%-471.7pp |
| Employer contribution / active EE | $4,113 | $6,915-40.5% | $6,162-33.3% | $4,840-15.0% |
| Participant deferral / active EE | $8,230 | $8,934-7.9% | $8,220+0.1% | $6,343+29.8% |
| Admin fee / account holder | $23,682 | $14,300+65.6% | $12,049+96.6% | $12,316+92.3% |