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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 | $152,178 | $88,672+71.6% | $105,223+44.6% | $82,448+84.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.00% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,516 | $3,048-50.3% | $3,689-58.9% | $2,551-40.6% |
| Participant deferral / active EE | $5,659 | $4,036+40.2% | $5,072+11.6% | $4,139+36.7% |
| Admin fee / account holder | $18,882 | $7,146+164.2% | $8,859+113.1% | $7,234+161.0% |