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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 | $122,354 | $209,336-41.6% | $197,124-37.9% | $137,256-10.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.50% | 48.09%-38.6pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $4,504 | $6,591-31.7% | $6,227-27.7% | $4,156+8.4% |
| Participant deferral / active EE | $11,195 | $9,614+16.4% | $9,135+22.6% | $6,407+74.7% |
| Admin fee / account holder | $44,168 | $17,308+155.2% | $16,298+171.0% | $12,270+260.0% |