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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 | $115,114 | $228,395-49.6% | $185,861-38.1% | $158,982-27.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.14% | 40.82%-41.0pp | 35.96%-36.1pp | 302.99%-303.1pp |
| Employer contribution / active EE | $10,359 | $4,968+108.5% | $4,088+153.4% | $4,763+117.5% |
| Participant deferral / active EE | $7,496 | $6,417+16.8% | $5,634+33.1% | $5,983+25.3% |
| Admin fee / account holder | $3,447 | $11,869-71.0% | $9,503-63.7% | $11,252-69.4% |