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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 | $177,430 | $166,020+6.9% | $164,866+7.6% | $145,959+21.6% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.6%+8.4pp | 80.3%+6.7pp |
| Annual return | 8.07% | 100.08%-92.0pp | 69.97%-61.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $5,001 | $5,275-5.2% | $4,343+15.2% | $4,661+7.3% |
| Participant deferral / active EE | $11,685 | $6,961+67.9% | $6,033+93.7% | $6,689+74.7% |
| Admin fee / account holder | $1,807 | $16,644-89.1% | $12,689-85.8% | $13,398-86.5% |