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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 | $107,323 | $101,618+5.6% | $93,063+15.3% | $137,256-21.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 5.85% | 223.95%-218.1pp | 34.15%-28.3pp | 220.34%-214.5pp |
| Employer contribution / active EE | $7,721 | $2,707+185.2% | $2,476+211.8% | $4,156+85.8% |
| Participant deferral / active EE | $1,333 | $4,279-68.8% | $3,958-66.3% | $6,407-79.2% |
| Admin fee / account holder | $4,732 | $6,198-23.7% | $6,033-21.6% | $12,270-61.4% |