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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 | $96,425 | $217,432-55.7% | $185,849-48.1% | $167,536-42.4% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 8.27% | 148.42%-140.1pp | 122.10%-113.8pp | 478.82%-470.5pp |
| Employer contribution / active EE | $2,847 | $5,875-51.5% | $5,169-44.9% | $4,839-41.2% |
| Participant deferral / active EE | $12,556 | $6,357+97.5% | $5,569+125.5% | $6,342+98.0% |
| Admin fee / account holder | $1,571 | $19,818-92.1% | $16,244-90.3% | $12,315-87.2% |