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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 | $243,047 | $102,595+136.9% | $94,057+158.4% | $154,746+57.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.01% | 583.42%-574.4pp | 480.62%-471.6pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,337 | $3,147-25.8% | $2,933-20.3% | $4,379-46.6% |
| Participant deferral / active EE | $10,952 | $5,118+114.0% | $4,709+132.6% | $6,730+62.7% |
| Admin fee / account holder | $1,333 | $7,736-82.8% | $7,244-81.6% | $14,365-90.7% |