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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 | $211,501 | $165,399+27.9% | $149,745+41.2% | $158,982+33.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.63% | 348.34%-345.7pp | 276.72%-274.1pp | 302.99%-300.4pp |
| Employer contribution / active EE | $15,172 | $5,105+197.2% | $4,646+226.6% | $4,763+218.6% |
| Participant deferral / active EE | $12,303 | $7,183+71.3% | $6,843+79.8% | $5,983+105.6% |
| Admin fee / account holder | $57,467 | $10,811+431.6% | $9,312+517.1% | $11,252+410.7% |