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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 | $220,242 | $124,425+77.0% | $112,040+96.6% | $137,256+60.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.20% | 24.72%-19.5pp | 24.52%-19.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $33,113 | $3,411+870.7% | $2,954+1021.0% | $4,156+696.7% |
| Participant deferral / active EE | $22,747 | $5,718+297.8% | $5,098+346.2% | $6,407+255.0% |
| Admin fee / account holder | $35,689 | $15,207+134.7% | $12,098+195.0% | $12,270+190.9% |