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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 | $138,023 | $223,823-38.3% | $211,142-34.6% | $154,746-10.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.57% | 50.39%-43.8pp | 46.84%-40.3pp | 172.34%-165.8pp |
| Employer contribution / active EE | $23,485 | $6,787+246.1% | $6,442+264.6% | $4,379+436.3% |
| Participant deferral / active EE | $19,893 | $9,750+104.0% | $9,284+114.3% | $6,730+195.6% |
| Admin fee / account holder | $140,656 | $19,707+613.7% | $19,076+637.4% | $14,365+879.1% |