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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 | $181,175 | $60,349+200.2% | $74,184+144.2% | $62,881+188.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.69% | 21.38%-16.7pp | 17.74%-13.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $11,290 | $1,680+571.9% | $2,370+376.4% | $2,281+395.0% |
| Participant deferral / active EE | $8,554 | $2,856+199.5% | $3,550+141.0% | $3,203+167.1% |
| Admin fee / account holder | $16,381 | $4,261+284.5% | $5,586+193.3% | $4,296+281.3% |