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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 | $136,556 | $106,008+28.8% | $92,240+48.0% | $147,586-7.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.22% | 50.05%-43.8pp | 176.29%-170.1pp | 578.59%-572.4pp |
| Employer contribution / active EE | $33,080 | $4,333+663.4% | $3,680+799.0% | $4,876+578.4% |
| Participant deferral / active EE | $18,000 | $4,478+301.9% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $2,593 | $6,333-59.1% | $5,194-50.1% | $10,886-76.2% |