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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 | $167,589 | $155,555+7.7% | $146,866+14.1% | $155,188+8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.85% | 115.41%-106.6pp | 102.85%-94.0pp | 148.84%-140.0pp |
| Employer contribution / active EE | $38,843 | $4,647+735.9% | $4,425+777.9% | $4,248+814.4% |
| Participant deferral / active EE | $11,536 | $8,044+43.4% | $7,759+48.7% | $6,531+76.6% |
| Admin fee / account holder | $112,824 | $14,755+664.6% | $13,620+728.4% | $14,480+679.2% |