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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 | $64,211 | $174,379-63.2% | $152,093-57.8% | $138,895-53.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.74% | 74.86%-69.1pp | 66.36%-60.6pp | 145.39%-139.7pp |
| Employer contribution / active EE | $2,372 | $4,652-49.0% | $4,175-43.2% | $4,194-43.4% |
| Participant deferral / active EE | $3,932 | $6,159-36.2% | $5,451-27.9% | $6,396-38.5% |
| Admin fee / account holder | $2,617 | $16,880-84.5% | $14,497-81.9% | $12,562-79.2% |