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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 | $56,893 | $106,749-46.7% | $145,433-60.9% | $82,448-31.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.39% | 27.59%-17.2pp | 66.58%-56.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $3,780 | $3,444+9.7% | $4,554-17.0% | $2,551+48.2% |
| Participant deferral / active EE | $4,157 | $6,519-36.2% | $7,897-47.4% | $4,139+0.4% |
| Admin fee / account holder | $7,180 | $8,390-14.4% | $13,129-45.3% | $7,234-0.7% |