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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 | $238,263 | $81,476+192.4% | $102,383+132.7% | $80,925+194.4% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 10.19% | 25.59%-15.4pp | 24.94%-14.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $14,623 | $3,105+371.0% | $3,870+277.8% | $2,756+430.5% |
| Participant deferral / active EE | $4,098 | $3,871+5.9% | $5,060-19.0% | $4,299-4.7% |
| Admin fee / account holder | $21,218 | $6,717+215.9% | $8,391+152.9% | $6,940+205.7% |