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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 | $163,204 | $159,978+2.0% | $147,041+11.0% | $145,978+11.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.53% | 98.36%-88.8pp | 419.21%-409.7pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,543 | $5,288-70.8% | $4,935-68.7% | $4,662-66.9% |
| Participant deferral / active EE | $5,158 | $8,429-38.8% | $8,071-36.1% | $6,690-22.9% |
| Admin fee / account holder | $1,093 | $15,053-92.7% | $13,006-91.6% | $13,400-91.8% |