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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 | $230,913 | $154,193+49.8% | $130,045+77.6% | $139,466+65.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.91% | 32.51%-24.6pp | -137.30%+145.2pp | 373.66%-365.8pp |
| Employer contribution / active EE | $15,258 | $5,292+188.3% | $4,321+253.1% | $4,754+221.0% |
| Participant deferral / active EE | $14,968 | $6,709+123.1% | $5,820+157.2% | $6,712+123.0% |
| Admin fee / account holder | $294,045 | $13,989+2001.9% | $10,600+2673.9% | $11,409+2477.4% |