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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 | $95,291 | $129,737-26.6% | $119,126-20.0% | $154,746-38.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.81% | 379.08%-370.3pp | 282.11%-273.3pp | 172.34%-163.5pp |
| Employer contribution / active EE | $5,596 | $4,375+27.9% | $4,034+38.7% | $4,379+27.8% |
| Participant deferral / active EE | $31,836 | $5,842+445.0% | $5,318+498.7% | $6,730+373.0% |
| Admin fee / account holder | $14,880 | $11,961+24.4% | $10,693+39.2% | $14,365+3.6% |