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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 | $167,561 | $59,804+180.2% | $81,982+104.4% | $79,856+109.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 6.54% | 17.56%-11.0pp | 41.31%-34.8pp | 31.71%-25.2pp |
| Employer contribution / active EE | $6,452 | $1,713+276.6% | $2,498+158.3% | $2,471+161.1% |
| Participant deferral / active EE | $6,303 | $2,695+133.9% | $3,722+69.3% | $3,741+68.5% |
| Admin fee / account holder | $16,475 | $4,288+284.2% | $5,665+190.8% | $5,306+210.5% |