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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 | $221,937 | $110,337+101.1% | $102,383+116.8% | $145,877+52.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.60% | 24.83%-18.2pp | 24.94%-18.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $20,890 | $4,216+395.5% | $3,870+439.8% | $4,663+348.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $72,392 | $9,750+642.5% | $8,391+762.7% | $13,402+440.2% |