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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 | $110,151 | $86,288+27.7% | $111,306-1.0% | $85,851+28.3% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 10.27% | 19.99%-9.7pp | 54.67%-44.4pp | 318.63%-308.4pp |
| Employer contribution / active EE | $3,109 | $2,044+52.1% | $2,732+13.8% | $2,565+21.2% |
| Participant deferral / active EE | $6,272 | $3,641+72.3% | $4,488+39.8% | $3,952+58.7% |
| Admin fee / account holder | $4,085 | $8,189-50.1% | $7,966-48.7% | $6,261-34.8% |