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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 | $160,677 | $124,425+29.1% | $112,040+43.4% | $137,256+17.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.57% | 24.72%-16.1pp | 24.52%-15.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $4,801 | $3,411+40.7% | $2,954+62.5% | $4,156+15.5% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,679 | $15,207-69.2% | $12,098-61.3% | $12,270-61.9% |