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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 | $175,642 | $99,994+75.7% | $146,643+19.8% | $85,847+104.6% |
| Participation rate | 83.7% | 73.1%+10.7pp | 80.1%+3.6pp | 69.3%+14.4pp |
| Annual return | 10.11% | 18.93%-8.8pp | 22.75%-12.6pp | 318.61%-308.5pp |
| Employer contribution / active EE | $2,156 | $2,559-15.8% | $4,137-47.9% | $2,565-16.0% |
| Participant deferral / active EE | $8,151 | $4,006+103.5% | $5,506+48.0% | $3,952+106.2% |
| Admin fee / account holder | $2,044 | $7,703-73.5% | $10,280-80.1% | $6,261-67.3% |