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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 | $56,053 | $160,028-65.0% | $147,080-61.9% | $145,884-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.41% | 98.60%-91.2pp | 420.17%-412.8pp | 551.85%-544.4pp |
| Employer contribution / active EE | $17,241 | $5,286+226.2% | $4,933+249.5% | $4,662+269.8% |
| Participant deferral / active EE | $6,251 | $8,422-25.8% | $8,066-22.5% | $6,690-6.6% |
| Admin fee / account holder | $10,328 | $15,030-31.3% | $12,989-20.5% | $13,392-22.9% |