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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 | $57,488 | $185,312-69.0% | $161,489-64.4% | $154,746-62.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.96% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $8,089 | $4,769+69.6% | $4,268+89.5% | $4,379+84.7% |
| Participant deferral / active EE | $7,650 | $6,350+20.5% | $5,630+35.9% | $6,730+13.7% |
| Admin fee / account holder | $11,823 | $18,654-36.6% | $16,006-26.1% | $14,365-17.7% |