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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 | $210,908-66.7% | $153,643-54.3% | $145,884-51.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.82% | 13.46%-5.6pp | 15.71%-7.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,977 | $6,055-50.8% | $5,039-40.9% | $4,662-36.1% |
| Participant deferral / active EE | $2,203 | $7,976-72.4% | $6,754-67.4% | $6,690-67.1% |
| Admin fee / account holder | $6,701 | $19,477-65.6% | $12,739-47.4% | $13,392-50.0% |