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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 | $189,205 | $88,778+113.1% | $81,844+131.2% | $145,884+29.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.93% | 1033.03%-1026.1pp | 778.87%-771.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $7,444 | $3,087+141.1% | $2,916+155.2% | $4,662+59.7% |
| Participant deferral / active EE | $10,299 | $4,648+121.6% | $4,323+138.2% | $6,690+54.0% |
| Admin fee / account holder | $1,673 | $8,430-80.2% | $7,355-77.3% | $13,392-87.5% |