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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 | $235,082 | $106,864+120.0% | $147,318+59.6% | $82,637+184.5% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 11.44% | 27.49%-16.1pp | 70.43%-59.0pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,591 | $6,496+32.3% | $7,906+8.7% | $4,126+108.2% |
| Admin fee / account holder | $117,955 | $8,415+1301.8% | $13,708+760.5% | $7,339+1507.3% |