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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 | $204,494 | $100,073+104.3% | $85,126+140.2% | $145,877+40.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.62% | 84.11%-77.5pp | 66.63%-60.0pp | 551.28%-544.7pp |
| Employer contribution / active EE | $32,305 | $3,236+898.2% | $2,731+1082.8% | $4,663+592.8% |
| Participant deferral / active EE | $20,333 | $5,294+284.1% | $4,523+349.5% | $6,691+203.9% |
| Admin fee / account holder | $753 | $7,261-89.6% | $6,160-87.8% | $13,402-94.4% |