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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 | $166,247 | $90,691+83.3% | $76,119+118.4% | $145,884+14.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.81% | 624.52%-618.7pp | 361.25%-355.4pp | 551.85%-546.0pp |
| Employer contribution / active EE | $11,756 | $3,329+253.2% | $2,693+336.6% | $4,662+152.1% |
| Participant deferral / active EE | $12,854 | $5,167+148.8% | $4,259+201.8% | $6,690+92.1% |
| Admin fee / account holder | $55,310 | $8,383+559.8% | $6,421+761.4% | $13,392+313.0% |