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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 | $171,617 | $108,922+57.6% | $100,398+70.9% | $145,978+17.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.56% | 58.04%-50.5pp | 49.32%-41.8pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,131 | $4,426-51.8% | $3,946-46.0% | $4,662-54.3% |
| Participant deferral / active EE | $9,900 | $8,450+17.2% | $8,084+22.5% | $6,690+48.0% |
| Admin fee / account holder | $437 | $9,680-95.5% | $7,893-94.5% | $13,400-96.7% |