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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 | $52,182 | $76,407-31.7% | $150,298-65.3% | $82,448-36.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.29% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $6,382 | $2,614+144.2% | $4,154+53.6% | $2,551+150.2% |
| Participant deferral / active EE | $3,546 | $3,214+10.3% | $5,453-35.0% | $4,139-14.3% |
| Admin fee / account holder | $16,253 | $6,352+155.9% | $14,116+15.1% | $7,234+124.7% |