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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 | $103,800 | $88,672+17.1% | $105,223-1.4% | $82,448+25.9% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 10.71% | 30.86%-20.1pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $973 | $3,048-68.1% | $3,689-73.6% | $2,551-61.9% |
| Participant deferral / active EE | $13,311 | $4,036+229.8% | $5,072+162.4% | $4,139+221.6% |
| Admin fee / account holder | $26,549 | $7,146+271.5% | $8,859+199.7% | $7,234+267.0% |