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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 | $138,421 | $105,864+30.8% | $90,162+53.5% | $147,585-6.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.57% | 37.63%-34.1pp | 34.88%-31.3pp | 578.57%-575.0pp |
| Employer contribution / active EE | $16,611 | $4,126+302.6% | $3,318+400.7% | $4,876+240.6% |
| Participant deferral / active EE | $16,663 | $5,733+190.7% | $5,287+215.1% | $5,439+206.4% |
| Admin fee / account holder | $361,016 | $8,046+4386.9% | $5,943+5974.9% | $10,885+3216.5% |