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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 | $86,013 | $71,057+21.0% | $93,654-8.2% | $80,874+6.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.54% | 11.26%-1.7pp | 133.34%-123.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $5,281 | $1,564+237.7% | $2,421+118.2% | $2,756+91.7% |
| Participant deferral / active EE | $5,636 | $4,034+39.7% | $4,413+27.7% | $4,297+31.2% |
| Admin fee / account holder | $8,582 | $6,944+23.6% | $8,282+3.6% | $6,935+23.7% |