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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 | $73,744 | $183,539-59.8% | $155,556-52.6% | $145,897-49.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.18% | 61.31%-54.1pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,818 | $5,315-65.8% | $4,675-61.1% | $4,663-61.0% |
| Participant deferral / active EE | $8,714 | $6,467+34.8% | $5,631+54.8% | $6,689+30.3% |
| Admin fee / account holder | $867 | $19,275-95.5% | $15,885-94.5% | $13,390-93.5% |