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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 | $240,131 | $176,105+36.4% | $159,474+50.6% | $167,536+43.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.56% | 331.91%-323.4pp | 263.68%-255.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $2,911 | $5,299-45.1% | $4,831-39.7% | $4,839-39.9% |
| Participant deferral / active EE | $19,237 | $7,751+148.2% | $7,353+161.6% | $6,342+203.3% |
| Admin fee / account holder | $528 | $12,559-95.8% | $10,802-95.1% | $12,315-95.7% |