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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 | $221,094 | $81,233+172.2% | $155,567+42.1% | $80,874+173.4% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 9.99% | 33.33%-23.3pp | 64.74%-54.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $10,598 | $3,101+241.8% | $4,674+126.7% | $2,756+284.6% |
| Participant deferral / active EE | $5,428 | $3,452+57.2% | $5,628-3.5% | $4,297+26.3% |
| Admin fee / account holder | $2,558 | $7,998-68.0% | $15,916-83.9% | $6,935-63.1% |