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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 | $155,772 | $100,073+55.7% | $85,126+83.0% | $145,877+6.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.00% | 84.11%-76.1pp | 66.63%-58.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $6,545 | $3,236+102.2% | $2,731+139.6% | $4,663+40.4% |
| Participant deferral / active EE | $10,742 | $5,294+102.9% | $4,523+137.5% | $6,691+60.6% |
| Admin fee / account holder | $58,206 | $7,261+701.6% | $6,160+844.9% | $13,402+334.3% |