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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 | $94,199 | $51,604+82.5% | $129,295-27.1% | $80,874+16.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.15% | 20.76%-9.6pp | 9429.28%-9418.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $4,876 | $1,585+207.7% | $4,157+17.3% | $2,756+77.0% |
| Participant deferral / active EE | $6,553 | $2,670+145.4% | $4,169+57.2% | $4,297+52.5% |
| Admin fee / account holder | $3,991 | $4,310-7.4% | $7,665-47.9% | $6,935-42.4% |