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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 | $168,876 | $106,864+58.0% | $147,318+14.6% | $82,637+104.4% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.1%+13.4pp | 68.1%+27.4pp |
| Annual return | 11.10% | 27.49%-16.4pp | 70.43%-59.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,173 | $6,496+56.6% | $7,906+28.7% | $4,126+146.6% |
| Admin fee / account holder | $36,458 | $8,415+333.3% | $13,708+166.0% | $7,339+396.8% |