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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 | $99,844 | $157,270-36.5% | $141,173-29.3% | $152,870-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.50% | 64.33%-51.8pp | 71.40%-58.9pp | 345.34%-332.8pp |
| Employer contribution / active EE | $18,919 | $5,261+259.6% | $4,735+299.5% | $4,763+297.2% |
| Participant deferral / active EE | $23,563 | $7,110+231.4% | $6,710+251.2% | $5,850+302.7% |
| Admin fee / account holder | $133,599 | $12,121+1002.2% | $10,262+1201.9% | $11,597+1052.1% |