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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 | $154,385 | $89,370+72.7% | $141,197+9.3% | $72,976+111.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.72% | 111.88%-93.2pp | 71.41%-52.7pp | 81.02%-62.3pp |
| Employer contribution / active EE | $8,701 | $3,115+179.3% | $4,736+83.7% | $2,440+256.6% |
| Participant deferral / active EE | $10,539 | $5,419+94.5% | $6,710+57.1% | $3,608+192.1% |
| Admin fee / account holder | $46,123 | $5,957+674.3% | $10,265+349.3% | $5,124+800.1% |