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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 | $55,143 | $95,453-42.2% | $112,040-50.8% | $82,448-33.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.96% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $3,558 | $2,318+53.5% | $2,954+20.5% | $2,551+39.5% |
| Participant deferral / active EE | $8,830 | $4,224+109.0% | $5,098+73.2% | $4,139+113.3% |
| Admin fee / account holder | $34,898 | $9,013+287.2% | $12,098+188.5% | $7,234+382.4% |