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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 | $180,033 | $102,938+74.9% | $94,105+91.3% | $138,895+29.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 8.35% | 250.28%-241.9pp | 204.55%-196.2pp | 145.39%-137.0pp |
| Employer contribution / active EE | $3,356 | $2,732+22.8% | $2,504+34.0% | $4,194-20.0% |
| Participant deferral / active EE | $6,186 | $4,196+47.4% | $3,881+59.4% | $6,396-3.3% |
| Admin fee / account holder | $116,379 | $6,600+1663.4% | $6,199+1777.3% | $12,562+826.4% |