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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 | $139,738 | $89,367+56.4% | $141,191-1.0% | $72,975+91.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.65% | 111.87%-95.2pp | 71.41%-54.8pp | 81.01%-64.4pp |
| Employer contribution / active EE | $10,844 | $3,115+248.2% | $4,736+129.0% | $2,440+344.4% |
| Participant deferral / active EE | $7,188 | $5,419+32.7% | $6,710+7.1% | $3,608+99.2% |
| Admin fee / account holder | $37,457 | $5,957+528.8% | $10,264+264.9% | $5,124+631.0% |