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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 | $159,934-29.0% | $147,005-22.7% | $145,959-22.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 8.55% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $4,175 | $5,287-21.0% | $4,934-15.4% | $4,661-10.4% |
| Participant deferral / active EE | $13,201 | $8,427+56.6% | $8,070+63.6% | $6,689+97.4% |
| Admin fee / account holder | $70,787 | $15,053+370.2% | $13,006+444.3% | $13,398+428.3% |