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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 | $96,838 | $156,398-38.1% | $147,318-34.3% | $138,895-30.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.66% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $15,547 | $4,853+220.3% | $4,593+238.5% | $4,194+270.7% |
| Participant deferral / active EE | $14,851 | $8,237+80.3% | $7,906+87.8% | $6,396+132.2% |
| Admin fee / account holder | $175,006 | $14,976+1068.6% | $13,708+1176.7% | $12,562+1293.1% |