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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 | $112,174 | $174,379-35.7% | $152,093-26.2% | $138,895-19.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.87% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,165 | $4,652-53.5% | $4,175-48.1% | $4,194-48.4% |
| Participant deferral / active EE | $8,932 | $6,159+45.0% | $5,451+63.8% | $6,396+39.6% |
| Admin fee / account holder | $743 | $16,880-95.6% | $14,497-94.9% | $12,562-94.1% |