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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 | $100,679 | $165,381-39.1% | $149,730-32.8% | $158,966-36.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.07% | 348.29%-340.2pp | 276.70%-268.6pp | 302.95%-294.9pp |
| Employer contribution / active EE | $1,444 | $5,104-71.7% | $4,645-68.9% | $4,762-69.7% |
| Participant deferral / active EE | $7,880 | $7,182+9.7% | $6,843+15.2% | $5,983+31.7% |
| Admin fee / account holder | $19,382 | $10,809+79.3% | $9,310+108.2% | $11,250+72.3% |