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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 | $96,074 | $156,398-38.6% | $147,318-34.8% | $138,895-30.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.08% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $10,134 | $4,853+108.8% | $4,593+120.6% | $4,194+141.6% |
| Participant deferral / active EE | $14,903 | $8,237+80.9% | $7,906+88.5% | $6,396+133.0% |
| Admin fee / account holder | $122,208 | $14,976+716.0% | $13,708+791.5% | $12,562+872.8% |