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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 | $240,216 | $172,111+39.6% | $150,298+59.8% | $137,256+75.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.21% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $9,605 | $4,636+107.2% | $4,154+131.2% | $4,156+131.1% |
| Participant deferral / active EE | $7,600 | $6,166+23.3% | $5,453+39.4% | $6,407+18.6% |
| Admin fee / account holder | $2,269 | $16,471-86.2% | $14,116-83.9% | $12,270-81.5% |