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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 | $199,574 | $74,535+167.8% | $100,712+98.2% | $82,637+141.5% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.3%+7.6pp | 68.1%+8.9pp |
| Annual return | 11.40% | 18.92%-7.5pp | 33.27%-21.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $1,501 | $1,503-0.1% | $2,313-35.1% | $2,552-41.2% |
| Participant deferral / active EE | $6,351 | $3,074+106.6% | $4,085+55.5% | $4,126+53.9% |
| Admin fee / account holder | $19,230 | $6,576+192.4% | $9,256+107.7% | $7,339+162.0% |