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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 | $190,842 | $111,814+70.7% | $103,374+84.6% | $145,959+30.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.88% | 24.77%-15.9pp | 24.89%-16.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $33,025 | $4,214+683.7% | $3,869+753.5% | $4,661+608.6% |
| Participant deferral / active EE | $17,336 | $5,618+208.6% | $5,058+242.8% | $6,689+159.2% |
| Admin fee / account holder | $50,249 | $9,754+415.1% | $8,394+498.6% | $13,398+275.1% |