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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 | $155,312 | $95,406+62.8% | $185,849-16.4% | $85,847+80.9% |
| Participation rate | 95.8% | 68.8%+27.1pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 11.01% | 23.59%-12.6pp | 122.10%-111.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $2,794 | $3,314-15.7% | $5,169-45.9% | $2,565+8.9% |
| Participant deferral / active EE | $5,246 | $3,424+53.2% | $5,569-5.8% | $3,952+32.7% |
| Admin fee / account holder | $24,260 | $7,214+236.3% | $16,244+49.4% | $6,261+287.5% |