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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 | $146,384 | $100,911+45.1% | $90,440+61.9% | $158,966-7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.42% | 1726.62%-1721.2pp | 1294.38%-1289.0pp | 302.95%-297.5pp |
| Employer contribution / active EE | $9,184 | $3,690+148.9% | $3,263+181.5% | $4,762+92.8% |
| Participant deferral / active EE | $4,667 | $4,348+7.3% | $3,964+17.7% | $5,983-22.0% |
| Admin fee / account holder | $65,000 | $6,507+898.9% | $5,615+1057.7% | $11,250+477.8% |