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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 | $113,607 | $160,040-29.0% | $147,096-22.8% | $145,877-22.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 8.55% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $4,175 | $5,289-21.1% | $4,936-15.4% | $4,663-10.5% |
| Participant deferral / active EE | $13,201 | $8,429+56.6% | $8,071+63.6% | $6,691+97.3% |
| Admin fee / account holder | $70,787 | $15,050+370.3% | $13,005+444.3% | $13,402+428.2% |