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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 | $65,961+165.8% | $180,320-2.8% | $94,015+86.5% |
| Participation rate | 79.6% | 61.3%+18.3pp | 71.5%+8.0pp | 70.8%+8.7pp |
| Annual return | 10.42% | 14.27%-3.9pp | 778.54%-768.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,208 | $3,003+206.6% | $4,304+113.9% | $4,249+116.7% |
| Admin fee / account holder | $12,184 | $4,901+148.6% | $10,000+21.8% | $8,951+36.1% |