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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 | $145,526 | $25,014+481.8% | $69,460+109.5% | $80,911+79.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 11.22% | 19.08%-7.9pp | 100.80%-89.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $3,812 | $991+284.5% | $1,714+122.4% | $2,756+38.3% |
| Participant deferral / active EE | $6,557 | $1,839+256.5% | $2,890+126.9% | $4,297+52.6% |
| Admin fee / account holder | $3,523 | $2,491+41.4% | $4,695-25.0% | $6,935-49.2% |