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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 | $50,077 | $217,432-77.0% | $185,849-73.1% | $167,536-70.1% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 3.49% | 148.42%-144.9pp | 122.10%-118.6pp | 478.82%-475.3pp |
| Employer contribution / active EE | $5,698 | $5,875-3.0% | $5,169+10.2% | $4,839+17.7% |
| Participant deferral / active EE | $3,216 | $6,357-49.4% | $5,569-42.2% | $6,342-49.3% |
| Admin fee / account holder | $245,636 | $19,818+1139.4% | $16,244+1412.2% | $12,315+1894.7% |