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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 | $248,015 | $81,233+205.3% | $155,567+59.4% | $80,874+206.7% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 8.88% | 33.33%-24.5pp | 64.74%-55.9pp | 35.62%-26.7pp |
| Employer contribution / active EE | $10,616 | $3,101+242.4% | $4,674+127.1% | $2,756+285.3% |
| Participant deferral / active EE | $5,156 | $3,452+49.4% | $5,628-8.4% | $4,297+20.0% |
| Admin fee / account holder | $82,484 | $7,998+931.3% | $15,916+418.2% | $6,935+1089.3% |