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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 | $161,423 | $184,000-12.3% | $162,185-0.5% | $152,909+5.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.02% | 150.80%-140.8pp | 115.61%-105.6pp | 345.46%-335.4pp |
| Employer contribution / active EE | $2,170 | $6,370-65.9% | $5,613-61.3% | $4,764-54.4% |
| Participant deferral / active EE | $10,091 | $8,033+25.6% | $7,297+38.3% | $5,851+72.5% |
| Admin fee / account holder | $1,205 | $13,124-90.8% | $10,844-88.9% | $11,601-89.6% |