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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 | $103,603 | $87,733+18.1% | $106,554-2.8% | $85,851+20.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.13% | 21.86%-12.7pp | 26.80%-17.7pp | 318.63%-309.5pp |
| Employer contribution / active EE | $8,012 | $2,073+286.5% | $2,819+184.2% | $2,565+212.3% |
| Participant deferral / active EE | $6,252 | $3,469+80.2% | $4,398+42.1% | $3,952+58.2% |
| Admin fee / account holder | $20,009 | $6,767+195.7% | $7,408+170.1% | $6,261+219.6% |