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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 | $80,180 | $57,969+38.3% | $76,327+5.0% | $80,925-0.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.2%+20.8pp | 67.7%+32.3pp |
| Annual return | 10.22% | 15.90%-5.7pp | 13.79%-3.6pp | 35.65%-25.4pp |
| Employer contribution / active EE | $10,191 | $3,570+185.5% | $4,584+122.3% | $2,756+269.7% |
| Participant deferral / active EE | $6,390 | $3,814+67.5% | $5,478+16.6% | $4,299+48.6% |
| Admin fee / account holder | $36,309 | $5,670+540.4% | $5,139+606.6% | $6,940+423.2% |