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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 | $241,950 | $223,823+8.1% | $211,142+14.6% | $154,746+56.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.57% | 50.39%-43.8pp | 46.84%-40.3pp | 172.34%-165.8pp |
| Employer contribution / active EE | $7,222 | $6,787+6.4% | $6,442+12.1% | $4,379+64.9% |
| Participant deferral / active EE | $6,213 | $9,750-36.3% | $9,284-33.1% | $6,730-7.7% |
| Admin fee / account holder | $1,164 | $19,707-94.1% | $19,076-93.9% | $14,365-91.9% |