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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 | $147,070 | $148,623-1.0% | $135,974+8.2% | $139,466+5.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.26% | 79.30%-69.0pp | 68.30%-58.0pp | 373.66%-363.4pp |
| Employer contribution / active EE | $3,501 | $5,246-33.3% | $4,859-27.9% | $4,754-26.4% |
| Participant deferral / active EE | $7,228 | $8,103-10.8% | $7,760-6.9% | $6,712+7.7% |
| Admin fee / account holder | $71,878 | $12,406+479.4% | $10,767+567.6% | $11,409+530.0% |