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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 | $248,581 | $148,558+67.3% | $135,925+82.9% | $139,427+78.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.41% | 79.22%-70.8pp | 68.25%-59.8pp | 373.27%-364.9pp |
| Employer contribution / active EE | $12,467 | $5,244+137.8% | $4,857+156.7% | $4,752+162.4% |
| Participant deferral / active EE | $26,614 | $8,101+228.5% | $7,759+243.0% | $6,711+296.6% |
| Admin fee / account holder | $122,432 | $12,401+887.2% | $10,764+1037.4% | $11,404+973.6% |