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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 | $218,897 | $110,410+98.3% | $102,437+113.7% | $145,897+50.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.23% | 24.85%-18.6pp | 24.95%-18.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $37,203 | $4,217+782.2% | $3,871+861.1% | $4,663+697.9% |
| Participant deferral / active EE | $26,750 | $5,622+375.8% | $5,060+428.7% | $6,689+299.9% |
| Admin fee / account holder | $974 | $9,745-90.0% | $8,388-88.4% | $13,390-92.7% |