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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 | $172,185 | $172,1110% | $150,298+14.6% | $137,256+25.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.49% | 69.37%-68.9pp | 62.79%-62.3pp | 220.34%-219.8pp |
| Employer contribution / active EE | $16,286 | $4,636+251.3% | $4,154+292.0% | $4,156+291.9% |
| Participant deferral / active EE | $17,625 | $6,166+185.9% | $5,453+223.2% | $6,407+175.1% |
| Admin fee / account holder | $7,756 | $16,471-52.9% | $14,116-45.1% | $12,270-36.8% |