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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 | $126,747 | $166,020-23.7% | $164,866-23.1% | $145,959-13.2% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 7.03% | 100.08%-93.0pp | 69.97%-62.9pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,132 | $5,275-78.5% | $4,343-73.9% | $4,661-75.7% |
| Participant deferral / active EE | $7,250 | $6,961+4.2% | $6,033+20.2% | $6,689+8.4% |
| Admin fee / account holder | $11,312 | $16,644-32.0% | $12,689-10.9% | $13,398-15.6% |