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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 | $63,369 | $129,737-51.2% | $119,126-46.8% | $154,746-59.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 9.04% | 379.08%-370.0pp | 282.11%-273.1pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,946 | $5,842+1.8% | $5,318+11.8% | $6,730-11.7% |
| Admin fee / account holder | $59,242 | $11,961+395.3% | $10,693+454.0% | $14,365+312.4% |