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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 | $207,858 | $162,136+28.2% | $152,301+36.5% | $154,746+34.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.86% | 91.02%-81.2pp | 80.50%-70.6pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,519 | $4,890-48.5% | $4,624-45.5% | $4,379-42.5% |
| Participant deferral / active EE | $12,380 | $8,341+48.4% | $8,004+54.7% | $6,730+83.9% |
| Admin fee / account holder | $1,646 | $15,759-89.6% | $14,398-88.6% | $14,365-88.5% |