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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 | $62,932 | $166,131-62.1% | $164,975-61.9% | $145,877-56.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.96% | 100.37%-96.4pp | 70.12%-66.2pp | 551.28%-547.3pp |
| Employer contribution / active EE | $30,496 | $5,276+478.1% | $4,343+602.3% | $4,663+554.0% |
| Participant deferral / active EE | $17,135 | $6,962+146.1% | $6,033+184.0% | $6,691+156.1% |
| Admin fee / account holder | $187,395 | $16,648+1025.6% | $12,688+1376.9% | $13,402+1298.2% |