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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 | $202,839 | $209,336-3.1% | $197,124+2.9% | $137,256+47.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.48% | 48.09%-37.6pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,042 | $6,591-69.0% | $6,227-67.2% | $4,156-50.9% |
| Participant deferral / active EE | $16,508 | $9,614+71.7% | $9,135+80.7% | $6,407+157.7% |
| Admin fee / account holder | $92,980 | $17,308+437.2% | $16,298+470.5% | $12,270+657.8% |