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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 | $158,568 | $72,492+118.7% | $87,104+82.0% | $72,975+117.3% |
| Participation rate | 97.1% | 72.8%+24.2pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 11.00% | 24.46%-13.5pp | 28.19%-17.2pp | 81.01%-70.0pp |
| Employer contribution / active EE | $3,392 | $1,894+79.1% | $2,521+34.5% | $2,440+39.0% |
| Participant deferral / active EE | $9,195 | $3,270+181.2% | $4,048+127.1% | $3,608+154.9% |
| Admin fee / account holder | $17,571 | $5,055+247.6% | $7,491+134.6% | $5,124+242.9% |