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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 | $146,378 | $85,766+70.7% | $136,297+7.4% | $70,124+108.7% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 13.31% | 31.45%-18.1pp | 5156.19%-5142.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,499 | $2,966-15.7% | $4,696-46.8% | $2,342+6.7% |
| Participant deferral / active EE | $6,659 | $5,051+31.8% | $6,247+6.6% | $3,332+99.9% |
| Admin fee / account holder | $33,709 | $5,420+521.9% | $9,244+264.7% | $4,645+625.6% |