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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 | $66,938 | $172,111-61.1% | $150,298-55.5% | $137,256-51.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 6.17% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $11,283 | $4,636+143.4% | $4,154+171.6% | $4,156+171.5% |
| Participant deferral / active EE | $4,429 | $6,166-28.2% | $5,453-18.8% | $6,407-30.9% |
| Admin fee / account holder | $704 | $16,471-95.7% | $14,116-95.0% | $12,270-94.3% |