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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 | $193,941 | $166,131+16.7% | $164,975+17.6% | $145,877+32.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.78% | 100.37%-92.6pp | 70.12%-62.3pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,381 | $5,276-54.9% | $4,343-45.2% | $4,663-48.9% |
| Participant deferral / active EE | $3,309 | $6,962-52.5% | $6,033-45.2% | $6,691-50.5% |
| Admin fee / account holder | $27,777 | $16,648+66.8% | $12,688+118.9% | $13,402+107.3% |