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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 | $41,896 | $79,045-47.0% | $100,378-58.3% | $74,429-43.7% |
| Participation rate | 74.0% | 79.4%-5.5pp | 81.5%-7.5pp | 67.2%+6.8pp |
| Annual return | 12.10% | 20.61%-8.5pp | 49.41%-37.3pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $2,631 | $3,015-12.7% | $3,942-33.3% | $2,625+0.2% |
| Participant deferral / active EE | $6,028 | $7,751-22.2% | $8,087-25.5% | $4,348+38.6% |
| Admin fee / account holder | $1,716 | $1,335+28.5% | $7,899-78.3% | $1,944-11.8% |