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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 | $190,344 | $102,429+85.8% | $147,096+29.4% | $80,925+135.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.11% | 135.02%-123.9pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $17,735 | $3,716+377.3% | $4,936+259.3% | $2,756+543.4% |
| Participant deferral / active EE | $10,670 | $6,649+60.5% | $8,071+32.2% | $4,299+148.2% |
| Admin fee / account holder | $11,374 | $7,957+43.0% | $13,005-12.5% | $6,940+63.9% |