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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 | $145,049 | $154,228-6.0% | $145,433-0.3% | $137,256+5.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.80% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $22,867 | $4,804+376.0% | $4,554+402.1% | $4,156+450.2% |
| Participant deferral / active EE | $12,564 | $8,216+52.9% | $7,897+59.1% | $6,407+96.1% |
| Admin fee / account holder | $1,127 | $14,344-92.1% | $13,129-91.4% | $12,270-90.8% |