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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 | $74,799 | $176,071-57.5% | $159,450-53.1% | $167,497-55.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.43% | 331.79%-322.4pp | 263.60%-254.2pp | 478.62%-469.2pp |
| Employer contribution / active EE | $2,355 | $5,298-55.6% | $4,830-51.2% | $4,838-51.3% |
| Participant deferral / active EE | $10,170 | $7,750+31.2% | $7,352+38.3% | $6,341+60.4% |
| Admin fee / account holder | $32,243 | $12,555+156.8% | $10,800+198.6% | $12,310+161.9% |