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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 | $157,838 | $176,786-10.7% | $146,643+7.6% | $167,536-5.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.51% | 24.04%-17.5pp | 22.75%-16.2pp | 478.82%-472.3pp |
| Employer contribution / active EE | $33,926 | $5,161+557.3% | $4,137+720.1% | $4,839+601.1% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,342+36.6% |
| Admin fee / account holder | $269,680 | $13,262+1933.6% | $10,280+2523.3% | $12,315+2089.9% |