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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 | $50,299 | $112,729-55.4% | $98,716-49.0% | $137,256-63.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 9.37% | 38.48%-29.1pp | 31.81%-22.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,435 | $2,725-47.3% | $2,279-37.0% | $4,156-65.5% |
| Participant deferral / active EE | $2,623 | $4,640-43.5% | $4,048-35.2% | $6,407-59.1% |
| Admin fee / account holder | $17,367 | $10,129+71.5% | $8,703+99.6% | $12,270+41.5% |