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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 | $167,904 | $155,555+7.9% | $146,866+14.3% | $155,188+8.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.48% | 115.41%-109.9pp | 102.85%-97.4pp | 148.84%-143.4pp |
| Employer contribution / active EE | $23,969 | $4,647+415.8% | $4,425+441.7% | $4,248+464.3% |
| Participant deferral / active EE | $45,873 | $8,044+470.3% | $7,759+491.2% | $6,531+602.4% |
| Admin fee / account holder | $288,533 | $14,755+1855.4% | $13,620+2018.5% | $14,480+1892.7% |