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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 | $140,459 | $94,529+48.6% | $140,019+0.3% | $64,173+118.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.31% | 7.77%-16.1pp | 651.17%-659.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $25,145 | $3,812+559.5% | $5,605+348.6% | $2,381+956.1% |
| Participant deferral / active EE | $12,639 | $5,250+140.7% | $6,927+82.5% | $3,470+264.3% |
| Admin fee / account holder | $7,284 | $6,741+8.1% | $10,705-32.0% | $4,887+49.0% |