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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 | $140,629 | $100,970+39.3% | $96,576+45.6% | $137,256+2.5% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 10.33% | 38.16%-27.8pp | 38.47%-28.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $805 | $3,809-78.9% | $3,553-77.4% | $4,156-80.6% |
| Participant deferral / active EE | $14,032 | $8,286+69.3% | $7,956+76.4% | $6,407+119.0% |
| Admin fee / account holder | $231,681 | $11,312+1948.1% | $11,381+1935.7% | $12,270+1788.2% |