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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 | $221,841 | $148,629+49.3% | $135,982+63.1% | $139,487+59.0% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 2.41% | 79.33%-76.9pp | 68.32%-65.9pp | 373.84%-371.4pp |
| Employer contribution / active EE | $1,982 | $5,247-62.2% | $4,859-59.2% | $4,755-58.3% |
| Participant deferral / active EE | $14,785 | $8,102+82.5% | $7,760+90.5% | $6,713+120.3% |
| Admin fee / account holder | $63,159 | $12,406+409.1% | $10,767+486.6% | $11,407+453.7% |