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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 | $39,618 | $175,257-77.4% | $149,717-73.5% | $139,456-71.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 9.26% | 166.70%-157.4pp | 134.41%-125.1pp | 373.45%-364.2pp |
| Employer contribution / active EE | $2,300 | $5,477-58.0% | $4,820-52.3% | $4,753-51.6% |
| Participant deferral / active EE | $3,140 | $6,521-51.8% | $5,682-44.7% | $6,711-53.2% |
| Admin fee / account holder | $7,260 | $16,156-55.1% | $13,213-45.1% | $11,407-36.4% |