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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 | $144,756 | $109,872+31.7% | $98,483+47.0% | $167,536-13.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.98% | 1959.31%-1951.3pp | 1494.38%-1486.4pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,980 | $3,225-38.6% | $2,961-33.1% | $4,839-59.1% |
| Participant deferral / active EE | $13,800 | $4,673+195.3% | $4,276+222.7% | $6,342+117.6% |
| Admin fee / account holder | $336 | $6,757-95.0% | $5,953-94.4% | $12,315-97.3% |