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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 | $220,951 | $166,268+32.9% | $165,100+33.8% | $145,897+51.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.93% | 100.52%-92.6pp | 70.21%-62.3pp | 552.29%-544.4pp |
| Employer contribution / active EE | $18,777 | $5,284+255.4% | $4,348+331.8% | $4,663+302.7% |
| Participant deferral / active EE | $12,132 | $6,964+74.2% | $6,035+101.0% | $6,689+81.4% |
| Admin fee / account holder | $12,722 | $16,659-23.6% | $12,696+0.2% | $13,390-5.0% |