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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 | $73,133 | $57,590+27.0% | $86,233-15.2% | $82,448-11.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 13.57% | 22.41%-8.8pp | 61.39%-47.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $7,271 | $1,655+339.2% | $2,504+190.3% | $2,551+185.0% |
| Participant deferral / active EE | $3,996 | $3,080+29.7% | $4,559-12.4% | $4,139-3.5% |
| Admin fee / account holder | $17,488 | $4,730+269.7% | $8,342+109.6% | $7,234+141.7% |