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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 | $111,100 | $81,446+36.4% | $103,374+7.5% | $80,874+37.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.95% | 25.57%-17.6pp | 24.89%-16.9pp | 35.62%-27.7pp |
| Employer contribution / active EE | $8,310 | $3,107+167.4% | $3,869+114.8% | $2,756+201.6% |
| Participant deferral / active EE | $10,573 | $3,870+173.2% | $5,058+109.1% | $4,297+146.1% |
| Admin fee / account holder | $6,789 | $6,715+1.1% | $8,394-19.1% | $6,935-2.1% |