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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 | $161,050 | $105,284+53.0% | $150,734+6.8% | $94,015+71.3% |
| Participation rate | 85.3% | 71.7%+13.6pp | 78.4%+6.9pp | 70.8%+14.5pp |
| Annual return | 10.21% | 15.67%-5.5pp | 600.81%-590.6pp | 17.84%-7.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,742 | $4,274+34.4% | $5,610+2.4% | $4,249+35.1% |
| Admin fee / account holder | $8,410 | $9,839-14.5% | $14,905-43.6% | $8,951-6.0% |