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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 | $133,730 | $165,399-19.1% | $149,745-10.7% | $158,982-15.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 7.50% | 348.34%-340.8pp | 276.72%-269.2pp | 302.99%-295.5pp |
| Employer contribution / active EE | $11,800 | $5,105+131.2% | $4,646+154.0% | $4,763+147.8% |
| Participant deferral / active EE | $7,291 | $7,183+1.5% | $6,843+6.5% | $5,983+21.8% |
| Admin fee / account holder | $220,539 | $10,811+1939.9% | $9,312+2268.4% | $11,252+1860.1% |