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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 | $87,672 | $124,425-29.5% | $112,040-21.7% | $137,256-36.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.50% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $14,864 | $3,411+335.7% | $2,954+403.2% | $4,156+257.6% |
| Participant deferral / active EE | $4,921 | $5,718-13.9% | $5,098-3.5% | $6,407-23.2% |
| Admin fee / account holder | $96,202 | $15,207+532.6% | $12,098+695.2% | $12,270+684.0% |