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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 | $150,486 | $87,733+71.5% | $106,555+41.2% | $85,847+75.3% |
| Participation rate | 94.4% | 71.9%+22.5pp | 76.1%+18.3pp | 69.3%+25.1pp |
| Annual return | 10.03% | 21.86%-11.8pp | 26.80%-16.8pp | 318.61%-308.6pp |
| Employer contribution / active EE | $2,609 | $2,073+25.9% | $2,819-7.5% | $2,565+1.7% |
| Participant deferral / active EE | $6,913 | $3,469+99.3% | $4,399+57.2% | $3,952+74.9% |
| Admin fee / account holder | $27,104 | $6,767+300.5% | $7,408+265.9% | $6,261+332.9% |