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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 | $175,302 | $52,353+234.8% | $120,225+45.8% | $82,448+112.6% |
| Participation rate | 79.6% | 58.3%+21.3pp | 69.6%+10.0pp | 68.1%+11.5pp |
| Annual return | 10.42% | 61.85%-51.4pp | 439.23%-428.8pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,208 | $2,627+250.6% | $3,999+130.3% | $4,139+122.5% |
| Admin fee / account holder | $12,184 | $4,363+179.3% | $5,696+113.9% | $7,234+68.4% |