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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 | $203,979 | $77,460+163.3% | $100,378+103.2% | $80,925+152.1% |
| Participation rate | 86.0% | 76.9%+9.1pp | 81.5%+4.5pp | 67.7%+18.3pp |
| Annual return | 10.41% | 37.24%-26.8pp | 49.41%-39.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,630 | $6,818+26.6% | $8,087+6.7% | $4,299+100.8% |
| Admin fee / account holder | $9,065 | $5,887+54.0% | $7,899+14.8% | $6,940+30.6% |