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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 | $101,157 | $58,275+73.6% | $81,844+23.6% | $80,935+25.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.71% | 41.82%-32.1pp | 778.87%-769.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $5,693 | $2,346+142.7% | $2,916+95.2% | $2,757+106.5% |
| Participant deferral / active EE | $2,779 | $3,285-15.4% | $4,323-35.7% | $4,299-35.4% |
| Admin fee / account holder | $1,195 | $4,749-74.8% | $7,355-83.8% | $6,924-82.7% |