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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 | $247,817 | $202,342+22.5% | $172,753+43.5% | $152,909+62.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.37% | 1029.88%-1028.5pp | 803.00%-801.6pp | 345.46%-344.1pp |
| Employer contribution / active EE | $1,865 | $5,857-68.2% | $5,144-63.7% | $4,764-60.9% |
| Participant deferral / active EE | $4,116 | $5,948-30.8% | $5,198-20.8% | $5,851-29.7% |
| Admin fee / account holder | $7,800 | $17,112-54.4% | $13,956-44.1% | $11,601-32.8% |