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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 | $70,143 | $210,343-66.7% | $153,476-54.3% | $145,978-51.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.82% | 13.38%-5.6pp | 15.66%-7.8pp | 550.52%-542.7pp |
| Employer contribution / active EE | $2,977 | $6,047-50.8% | $5,038-40.9% | $4,662-36.1% |
| Participant deferral / active EE | $2,203 | $7,977-72.4% | $6,759-67.4% | $6,690-67.1% |
| Admin fee / account holder | $6,701 | $19,424-65.5% | $12,729-47.4% | $13,400-50.0% |