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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 | $227,162 | $81,233+179.6% | $155,567+46.0% | $80,874+180.9% |
| Participation rate | 84.9% | 66.2%+18.7pp | 78.2%+6.7pp | 67.6%+17.3pp |
| Annual return | 9.52% | 33.33%-23.8pp | 64.74%-55.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $8,713 | $3,101+181.0% | $4,674+86.4% | $2,756+216.2% |
| Participant deferral / active EE | $3,812 | $3,452+10.4% | $5,628-32.3% | $4,297-11.3% |
| Admin fee / account holder | $10,239 | $7,998+28.0% | $15,916-35.7% | $6,935+47.6% |