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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 | $197,709 | $81,233+143.4% | $155,567+27.1% | $80,874+144.5% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 9.43% | 33.33%-23.9pp | 64.74%-55.3pp | 35.62%-26.2pp |
| Employer contribution / active EE | $11,298 | $3,101+264.4% | $4,674+141.7% | $2,756+310.0% |
| Participant deferral / active EE | $6,991 | $3,452+102.5% | $5,628+24.2% | $4,297+62.7% |
| Admin fee / account holder | $78,564 | $7,998+882.3% | $15,916+393.6% | $6,935+1032.8% |