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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 | $51,989 | $136,860-62.0% | $120,344-56.8% | $154,746-66.4% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 5.85% | 21.38%-15.5pp | 20.30%-14.5pp | 172.34%-166.5pp |
| Employer contribution / active EE | $4,352 | $3,533+23.2% | $3,020+44.1% | $4,379-0.6% |
| Participant deferral / active EE | $7,681 | $5,793+32.6% | $5,135+49.6% | $6,730+14.1% |
| Admin fee / account holder | $60,603 | $15,393+293.7% | $12,742+375.6% | $14,365+321.9% |