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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 | $242,352 | $166,131+45.9% | $164,975+46.9% | $145,877+66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.50% | 100.37%-92.9pp | 70.12%-62.6pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,937 | $5,276-44.3% | $4,343-32.4% | $4,663-37.0% |
| Participant deferral / active EE | $6,447 | $6,962-7.4% | $6,033+6.8% | $6,691-3.6% |
| Admin fee / account holder | $56,327 | $16,648+238.3% | $12,688+343.9% | $13,402+320.3% |