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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 | $107,292 | $60,349+77.8% | $74,184+44.6% | $62,881+70.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.34% | 21.38%-21.0pp | 17.74%-17.4pp | 20.14%-19.8pp |
| Employer contribution / active EE | $7,889 | $1,680+369.5% | $2,370+232.9% | $2,281+245.9% |
| Participant deferral / active EE | $4,237 | $2,856+48.4% | $3,550+19.4% | $3,203+32.3% |
| Admin fee / account holder | $1,003 | $4,261-76.5% | $5,586-82.0% | $4,296-76.6% |