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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 | $143,380 | $165,399-13.3% | $149,745-4.3% | $158,982-9.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.81% | 348.34%-343.5pp | 276.72%-271.9pp | 302.99%-298.2pp |
| Employer contribution / active EE | $5,567 | $5,105+9.1% | $4,646+19.8% | $4,763+16.9% |
| Participant deferral / active EE | $13,900 | $7,183+93.5% | $6,843+103.1% | $5,983+132.3% |
| Admin fee / account holder | $356,526 | $10,811+3197.8% | $9,312+3728.8% | $11,252+3068.7% |