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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 | $95,812 | $175,231-45.3% | $149,696-36.0% | $139,466-31.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.62% | 166.77%-158.2pp | 134.46%-125.8pp | 373.66%-365.0pp |
| Employer contribution / active EE | $10,463 | $5,478+91.0% | $4,821+117.0% | $4,754+120.1% |
| Participant deferral / active EE | $7,845 | $6,521+20.3% | $5,682+38.1% | $6,712+16.9% |
| Admin fee / account holder | $35,729 | $16,155+121.2% | $13,212+170.4% | $11,409+213.2% |