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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 | $138,678 | $156,398-11.3% | $147,318-5.9% | $138,895-0.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 10.11% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,100 | $4,853-77.3% | $4,593-76.0% | $4,194-73.8% |
| Participant deferral / active EE | $5,440 | $8,237-34.0% | $7,906-31.2% | $6,396-15.0% |
| Admin fee / account holder | $38,162 | $14,976+154.8% | $13,708+178.4% | $12,562+203.8% |