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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 | $197,697 | $67,823+191.5% | $52,425+277.1% | $137,256+44.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 1.48% | 219.11%-217.6pp | 302.12%-300.6pp | 220.34%-218.9pp |
| Employer contribution / active EE | $24,534 | $1,163+2009.6% | $914+2583.6% | $4,156+490.3% |
| Participant deferral / active EE | $26,887 | $2,288+1075.1% | $1,790+1401.7% | $6,407+319.7% |
| Admin fee / account holder | $3,181 | $2,844+11.8% | $2,495+27.5% | $12,270-74.1% |