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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 | $206,265 | $201,372+2.4% | $184,260+11.9% | $145,884+41.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.66% | 29.04%-23.4pp | 28.84%-23.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $23,867 | $7,024+239.8% | $6,427+271.3% | $4,662+411.9% |
| Participant deferral / active EE | $12,109 | $9,808+23.5% | $9,133+32.6% | $6,690+81.0% |
| Admin fee / account holder | $331,931 | $16,362+1928.7% | $13,898+2288.4% | $13,392+2378.6% |