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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 | $202,092 | $110,240+83.3% | $96,544+109.3% | $139,487+44.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.39% | 26.41%-23.0pp | 25.88%-22.5pp | 373.84%-370.5pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,230 | $5,549+84.4% | $4,851+110.9% | $6,713+52.4% |
| Admin fee / account holder | $2,746 | $11,602-76.3% | $8,254-66.7% | $11,407-75.9% |