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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 | $132,893 | $107,733+23.4% | $92,985+42.9% | $154,746-14.1% |
| Participation rate | 81.3% | 74.6%+6.7pp | 69.5%+11.8pp | 80.7%+0.5pp |
| Annual return | 6.29% | 30.39%-24.1pp | 27.99%-21.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,214 | $5,053-36.4% | $4,377-26.6% | $6,730-52.3% |
| Admin fee / account holder | $75,083 | $11,369+560.4% | $9,463+693.4% | $14,365+422.7% |