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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 | $205,285 | $148,629+38.1% | $135,982+51.0% | $139,487+47.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.48% | 79.33%-67.8pp | 68.32%-56.8pp | 373.84%-362.4pp |
| Employer contribution / active EE | $9,379 | $5,247+78.8% | $4,859+93.0% | $4,755+97.3% |
| Participant deferral / active EE | $22,336 | $8,102+175.7% | $7,760+187.8% | $6,713+232.8% |
| Admin fee / account holder | $197,698 | $12,406+1493.5% | $10,767+1736.1% | $11,407+1633.1% |