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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 | $139,521 | $125,193+11.4% | $105,591+32.1% | $145,978-4.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.43% | 225.53%-218.1pp | 116.43%-109.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,582 | $3,718-57.5% | $3,166-50.0% | $4,662-66.1% |
| Participant deferral / active EE | $1,757 | $5,708-69.2% | $5,008-64.9% | $6,690-73.7% |
| Admin fee / account holder | $21,054 | $17,277+21.9% | $11,024+91.0% | $13,400+57.1% |