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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 | $105,939 | $174,379-39.2% | $152,093-30.3% | $138,895-23.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.68% | 74.86%-66.2pp | 66.36%-57.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,139 | $4,652-54.0% | $4,175-48.8% | $4,194-49.0% |
| Participant deferral / active EE | $5,268 | $6,159-14.5% | $5,451-3.4% | $6,396-17.6% |
| Admin fee / account holder | $285,910 | $16,880+1593.8% | $14,497+1872.3% | $12,562+2176.0% |