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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 | $81,358+171.8% | $155,556+42.1% | $80,959+173.1% |
| Participation rate | 90.9% | 66.3%+24.6pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 9.99% | 33.39%-23.4pp | 64.84%-54.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $10,598 | $3,106+241.2% | $4,675+126.7% | $2,757+284.4% |
| Participant deferral / active EE | $5,428 | $3,455+57.1% | $5,631-3.6% | $4,300+26.2% |
| Admin fee / account holder | $2,558 | $7,994-68.0% | $15,885-83.9% | $6,925-63.1% |