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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 | $218,320 | $108,825+100.6% | $156,181+39.8% | $82,448+164.8% |
| Participation rate | 94.4% | 72.4%+22.1pp | 78.8%+15.6pp | 68.1%+26.4pp |
| Annual return | 10.66% | 20.59%-9.9pp | 64.87%-54.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $10,348 | $2,870+260.6% | $4,294+141.0% | $2,551+305.7% |
| Participant deferral / active EE | $10,638 | $4,577+132.4% | $6,132+73.5% | $4,139+157.0% |
| Admin fee / account holder | $49,256 | $9,341+427.3% | $14,586+237.7% | $7,234+580.9% |