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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 | $216,515 | $89,259+142.6% | $107,187+102.0% | $82,637+162.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.22% | 21.02%-8.8pp | 204.55%-192.3pp | 53.51%-41.3pp |
| Employer contribution / active EE | $14,999 | $3,080+387.0% | $3,782+296.6% | $2,552+487.7% |
| Participant deferral / active EE | $15,560 | $4,037+285.4% | $5,096+205.3% | $4,126+277.1% |
| Admin fee / account holder | $20,847 | $7,381+182.4% | $9,162+127.5% | $7,339+184.1% |